Michael is the owner and principal adviser of Infocus Bayside and provides holistic financial advice to his clients who are mainly located along the Bayside suburbs of Metropolitan Melbourne and the Mornington Peninsula.
Michael provides advice on strategies, structures and investment across a broad range of areas including superannuation and wealth accumulaton, asset protection, insurance, estate planning, aged care, pre & post retirement planning. Michael is also an acredited Self Managed Superannuation Fund adviser.
Prior to joining Infocus, Michael worked as a Senior Financial Adviser with Australian Unity Personal Financial Services Ltd from March 2016 until December 2018 and for Perpetual Private as a Senior Adviser from March 2001 to March 2016.
Michael holds a Batchelor of Business in Economics & Management, and an Advanced Diploma of Financial Planning. He is an Associate Member of the Financial Planning Association and a Graduate of the Australian Institute of Company Directors.
Michael is a committee member of the South East Melbourne Chapter of the Financial Planning Association.
Michael is a former Board Director of Peninsula Health serving from July 2012 finishing his three year term in June 2015. Michael is also a former Board Director of the youth mentoring program, Big Brothers Big Sisters and a former mentor to a ‘little’ himself.
Michael, his partner and son are permanent residents of the Mornington Peninsula. He has previously been, and currently is involved with a number of local school, sporting & community groups.
Michael is a former member of the Royal Australian Naval Reserve having joined in 1991 and continues to serve in the Australian Navy Cadets as the Staff Officer Welfare attached to it's National Head Quarters. He currently holds the rank of Lieutenant, ANC.
We are happy to discuss your needs in an initial obligation free meeting. Our initial Statement of Advice fees will be provided in a Letter of Initial Engagement so that you can choose to proceed or not. Any ongoing fees will be detailed in the Statement of Advice.
Michael has given me advice in regards to my super fund. Michael was able to explain things to me in a clear way and guide me and my fund through the challenging time that is the global pandemic. With Michael's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive Michael's full care and attention when I needed.
Michael has been the family’s trusted adviser for many years. His greatest asset is his ability to listen and in doing so apply his great depth of knowledge across all facets of finance to achieve the desired outcomes.
Having worked with Michael for over 20 years, I have found that he has always acted with honesty and integrity and provides advice which is in the best interests of his clients. Michael gives his clients “peace of mind” due to his vast experience and expertise as well as his ability to clearly explain his recommendations and answer any queries. As a result, my wife and I have appointed Michael as our financial adviser which has included the establishment of a SMSF for us. Over the years, I have referred many clients and beneficiaries to Michael including my immediate family and my wife’s family. I would have no hesitation in recommending Michael’s services to prospective clients.
'Michael has given me advice in areas including loan products, self managed super funds and managing debt. Michael was usuallyable to explain things to me in a clear way. Through Michael's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Michael's full care and attention when I needed it.'
Michael has given me advice in areas including loan products, self managed super funds and managing debt. Michael was usually able to explain things to me in a clear way. Through Michael's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Michael's full care and attention when I needed it.' I have no hesitation recommending Michael as a financial adviser.
- Adviser status Gold
- Number of reviews 5
- First year providing advice 1996
- Years of experience 27
- Bachelor of Business (Economics and Management)
Infocus Securities Australia Pty LtdSuite 4, 13-15 Thompson St
Frankston, VIC 3199
- 9:00am – 5:00pm Monday – Friday
Infocus Securities Australia Pty Ltd