After more than 40 years’ experience in the financial services industry, Michael has the expertise and knowledge to make a positive difference to clients’ financial circumstances.
He began his longstanding career with Zurich where he remained for nearly two decades before joining a small financial planning practice in Sydney in 1996. Originally from Adelaide, he returned home in 2001 and was a managing partner in a financial planning practice for 10 years. In 2013 the practice was acquired by MBA Financial Strategists, allowing Michael to bring his experience to the business’s growing team of financial planners.
He is a specialist in retirement planning, self-managed superannuation funds, insurance and Centrelink planning and has built close and trustworthy relationships with many clients. Michael also participates in the AMP Cancer Council Pro Bono Program, assisting patients and families affected by cancer with his financial planning expertise free of charge.
As with several other MBA FS financial planners, Michael holds the highest qualification in the financial planning industry as a CERTIFIED FINANCIAL PLANNER® professional. He is also an authorised representative and credit representative of AMP Financial Planning and member of the Financial Planning Association. In 2015 he was nominated for the association’s CFP® Professional of the Year award.
Make an appointment with Michael.