His previous role with a high-net-worth adviser equipped him with the skills he has now. Michael is passionate about understanding clients’ goals and aspirations, crafting tailored plans to help them achieve their financial objectives, and ensuring they stay on track.
Michael aims to fill the gap in financial advice for the younger generation, an area often overlooked in the industry. He works with diverse people, from young professionals (age 20-40) seeking to build wealth to business owners looking to grow their assets outside their business and pre-retirees and retirees, where he initially gained most of his experience.
Michael is a member of the FPA and holds a Bachelor of Commerce, an Advanced Diploma in Financial Planning, and gearing qualifications. He is also a member of the FAAA and is completing his master’s qualification to become a Certified Financial Planner (CFP). He meets all competency requirements under ASIC’s RG 146.
Outside work, Michael is an avid Formula 1 enthusiast, enjoys spending time with his family, and loves dining out and exploring new restaurants, especially his favourite, Raj on Taj on Unley Road.