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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.

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Organisation

  • Ethical Wealth Partners

Company number

Services offered

  • Superannuation and retirement planning Investments and managed funds

Certified products

Approved products

  • Dimensional Global Bond Sustainability Trust PIMCO ESG Global Bond Fund Alphinity Sustainable Share Fund Australian Ethical Australian Share Fund BetaShares Australian Sustainability Leaders Dimensional Australian Sustainability Trust Dimensional Global Sustainability Trust Any fund with a "recommended" or higher Lonsec rating (which therefore includes many others)

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