I am a qualified financial adviser who is passionate about supporting my clients to reach their financial and lifestyle goals. I have over 20 years’ experience in financial planning industry and I have a strong ties to the local community.
I am an active member of the Financial Planning Association of Australia (FPA) and have been awarded professional standard certification set by Financial Adviser Standards and Ethics Authority (FASEA).
Together with my dedicated team, I work closely with my clients to identify their goals. Then, I work with my clients to shape a financial plan that will help them stay on track and achieve those goals. Because every client’s financial situation is unique, I provide tailored strategies that change with your needs as you move through every stage of life. Through regular coaching and ongoing service, I deliver easy-to-understand advice that will help you turn your dreams into reality and give you peace of mind knowing your investments are in safe hands.
Michael was extremely supportive and helpful during a challenging time. He responded immediately and reassured me and was able to resolve all the issues and follow up what was needed to ensure the financial issues were finalized and resolved promptly. Many thanks Michael.
I have been with Michael for many years, he's always been professional, courteous and very competent. I highly recommend him to anyone that needs financial advice.
I found Michael to be friendly and his advice is easy to understand. He help me to completed all the forms.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2003
- Years of experience 20
- Bachelor of Business (Applied Finance)
MLe Wealth Management Pty LtdSuite 36, 48-50 Hill St
Cabramatta, NSW 2166
- 9:00am – 5:00pm Monday – Sunday
- In person
- Video call