Michael holds an Advanced Diploma in Financial Planning and has over a decade of experience in the financial services industry, primarily in Banking, Insurance, Management and Financial Planning. He has worked with a diverse range of personal and business clients to help them on their path to achieve financial independence.
His passion is to secure the financial future of working Australian families and small businesses through establishing effective strategic advice that is tailored to his client’s needs and goals. He believes that this is achieved through a life’s journey of educating his clients and ensuring a long term, prosperous and trusting relationship. Michael is certain that “if we fail to plan, we plan to fail”, his desire is to ensure that his clients have success from good planning and ultimately financial freedom as opposed to relying on good fortune. Michael is a firm believer of 4 major traits in the advice process that ensure longevity of such a business relationship between adviser and client. Trust, transparency, excellence and respect.
In his personal time Michael loves to travel with his family citing Italy as his favourite destination. Living on the Gold Coast, he has a passion for great food, plenty of culture and lives for his wife Kate, his son Sam and daughter Gigi.