Michael has worked in the financial markets and investing since the late 1990s.
Prior to joining Koda, Michael was an Executive Director at JBWere, where he was responsible for the JBWere Markets Desk and was the primary adviser to family offices, high net worth individuals, and institutional clients. Michael started his career in finance as an adviser at CBA Private. Michael believes that a focus on responsible investing is now a core skill for advisers engaging with families and not for profits.
Michael received a Bachelor of Business from UTS, a Graduate Diploma in Applied Finance from The Securities Institute (FINSIA) and has completed courses in Applied Valuation and Corporate Finance at NYU Stern.
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.
