"My model is built on a strong belief and compelling evidence that the best outcome for clients is to combine the best aspects of financial planning and direct investing."
Michael has a Bachelor of Business in Finance with over 30 years experience investing in equity markets as a private investor. He has been a Private Client Adviser and Portfolio Manager since 1997.
Services and specialities
- Wealth Management
- Portfolio Administration
- Financial Planning
- Self-Managed Super Funds
- Superannuation Advice
- Retirement and Estate Planning
Investment Style
Michael focuses on long term wealth creation and portfolio management tailored to each client's particular circumstances, financial goals and objectives. Michael develops robust, disciplined but flexible investment strategies that consider appropriate tax structures, tax considerations, Superannuation (providing direct equity advice to Self Managed Superannuation Funds), Retirement Planning and Estate Planning that are designed to fit in with the overall financial plan developed by our team of Financial Planners.
Industry Education & Experience
Qualifications
- Bachelor of Business (Finance), Edith Cowan University, 1995
- Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia, 1999
Approved Competencies
- Derivatives Level 1
- Derivatives Level 2
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary. As Co-Branch Manager, Director and shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.