Mike Mears

Meraki Planning

Bronze
7 Yrs Experience
Kempsey, NSW 2440

With over 12 years’ professional experience in Financial Services across a number of global investment banks, including Morgan Stanley and Goldman Sachs, I bring a wealth of experience to the team at Morgans delivering a simple and practical approach to financial planning that empowers clients to achieve their goals and desired lifestyle.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Bachelor of Science (Mathematics and Physics) (Honours)
  • Language spoken
    • English

Meraki Planning

Suite 1, 46 Smith St
Kempsey, NSW 2440

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323