About
Michael
Michael is an experienced partner in the personal wealth management division focused on helping his clients build and protect their wealth.
Recognising a growing need for specialised advice, Michael established the firm's self-managed superannuation fund division, which has grown into a fully integrated personal wealth management practice, offering clients a complete approach to their financial well-being.
Michael leverages his extensive experience to guide clients through the intricacies of wealth management and help them realise their long-term financial aspirations. Renowned as a leading authority in the personal wealth management sector, he has a strong background in SMSFs, diverse investment structures, and estate planning.
With a personal history in family-owned enterprises, Michael offers clients an insider's understanding of the complexities and opportunities inherent in building and preserving intergenerational wealth. His experience equips him to guide families in developing comprehensive strategies for transferring wealth seamlessly while aligning with the family’s values and objectives. His skill is delivering this in a simplified and transparent manner.
Significant projects
- Established the firm's personal wealth management practice
- Built up the division’s funds under management to more than $1 billion
- Offers expert insights through bi-monthly columns in the Australian Financial Review as well as commentary in other publications.
Michael has a regular monthly opinion piece in the Australian Financial Review here.
Areas of expertise
- Inter-generational wealth advice
- Self-Managed Super Funds (SMSFs)
- Financial planning
- Wealth accumulation strategies
- Wealth management
- Estate planning
- Personal tax planning
Qualifications & memberships
- Bachelor of Economics
- Chartered Accountant - Financial Planning Specialist
- Certified Financial Planner®
- SMSF Specialist Advisor™, Self-Managed Super Fund Professionals’ Association of Australia