Michael believes in the long term—both in the partnerships he builds as well as the strategic thinking he applies. With over 23 years experience across various financial planning roles, including at Macquarie Bank and Plan B Wealth Management, his focus centres on helping his clients and families get organised and de-stressed, creating long-term, considered and straightforward strategies.
Michael is also highly passionate and expert in the field of ethical investing, bringing this focus to clients who are committed to making a difference.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
