Michael De Marco

Michael De Marco has over 15 years of experience in financial services and accounting. Throughout his career, Michael has built a strong understanding of financial planning, tax, and superannuation, particularly in helping people prepare for retirement and manage their finances effectively.

Michael began his career as an accountant, where he specialised in self-managed superannuation funds (SMSFs), giving him valuable experience in helping individuals manage their retirement savings. As a former tax agent and a Certified Practising Accountant (CPA), Michael is well-versed in handling complex tax matters and works easily alongside his clients' accountants, simplifying the financial process for everyone involved.

At Macquarie Bank, Michael worked on a team that focused on creating high-level financial strategies, which helped shape his practical approach to advising clients today. His experience working in Melbourne’s financial sector on Collins Street gave him insights into how to provide clear, sensible financial advice tailored to each individual’s circumstances.

Michael values the personal relationships he builds with his clients and often meets them in their homes. He believes that understanding clients in their everyday environments gives him a clearer picture of their needs and priorities, allowing him to offer more relevant, down-to-earth financial advice.

He helps clients with a wide range of financial issues, including retirement planning, tax strategies, life insurance, superannuation, and aged care planning. Michael’s focus is on providing straightforward, practical advice that aligns with his clients’ financial goals and life circumstances.

Outside of work, Michael is a family man who enjoys spending time with his wife and two children. He’s also an avid cyclist, though he often jokes that he doesn’t get to ride as much as he’d like. Michael believes in finding balance in life—whether it’s in managing finances or simply enjoying the moment.