Michael has been in the banking and finance industry for over 20 years working mainly with large national / international institutions.
He has held various roles within the industry, commencing in the early days as a customer service specialist, working through to becoming a well respected sales and service manager.
In 2001 Michael made the decision to become a licensed Financial Adviser, wanting and enjoying the challenges associated with helping clients build and protect their wealth.
Over the years Michael has transitioned from being an employee to owning is own practice and partnering with like minded professionals to ensure his clients receive the best possible experience.
Michael is a member of the Financial Planning Association (FPA) and registered under the Tax Practitioners Board (Financial Adviser).
Expertise
My fees
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 16
- First year providing advice 2001
- Years of experience 23
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
One Financial Advice
Suite 101, Level 1, 49 Queens RdFive Dock, NSW 2046
Meeting methods
- In person
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221