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About Me

I help clients to sax tax, grow & protect their wealth. Michael is a Certified Financial Planner and has been helping his clients improve their financial position since 2003.Michael has experience in all areas of financial advice and has specialized in retirement planning. Michael has extensive knowledge in the areas of superannuation, investments, personal insurance and business succession planning that can be applied to a clients benefit.Michael has been involved with the Financial Planning Association having served as chairperson of the SA chapter, promoting the Financial Planning profession and the value of obtaining financial advice.In April 2014 Michael was granted the honour of receiving the FPA's Distinguished Service Award for his service to the Financial Planning Profession.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Wealth Initiatives Pty Ltd
CERTIFIED FINANCIAL PLANNER®