Director & Private Wealth Adviser
"Michael has provided quality financial advice to our family for many years and we have always found him to be professional, friendly and could explain the implemented investment strategies in a way that we could understand. We would highly recommend him to anyone looking for a financial adviser.”
Michael started his professional wealth advice career 18 years ago in a boutique financial planning and accounting firm based in Caringbah, studying and also working full time. After graduating from university and 4 years service as an Investment Adviser, he was given the wonderful opportunity to leave the boutique firm to join Aspirations Wealth Group as a senior Wealth Adviser.
After 4 years service with Aspirations Wealth Group, Michael was offered equity in the business and has now been a majority owner of Aspirations Wealth Group for the past 10 years.
Michael is a Director of Aspirations Wealth Group and responsible for the future direction of the business. His main role is to provide wealth advice to select private clients.
Michael works directly with his private clients to help them grow and protect their wealth. His areas of expertise are investment strategies, portfolio management and superannuation. Michael's strengths include his ability to simplify finance so clients can understand it and thinking outside the square so his clients are always in a better financial position.
Michael has 3 beautiful children, two girls and a boy, and when he’s not playing with his kids, Michael loves the gym and exercise.
Graduate Diploma in Financial Planning (Dip FP)
Charted Financial Practitioner (FChFP)
Accredited Adviser - ASX Direct Equities
Certified Adviser - Self-Managed Superannuation Funds (SMSF)
Certificate in Applied Tax
Practitioner member of AFA (Association of Financial Advisers)