Michael Harwood

Ethical Wealth Partners

Gold
18 Yrs Experience
Perth, WA 6000
We started Ethical Wealth Partners in 2019 with the sole goal of providing outstanding service for our clients. After more than fifteen years in large corporate practice, I wanted to provide my clients with the flexibility to tailor all aspects of their financial planning strategy to suit their needs. Since then, I have strived to refine and improve the experience for my clients. Your life is busy and complex. I cut through the noise and distil the information you need to know, helping you make informed decisions. The world is changing. Now, more than ever, individual investors have the power to affect change through their investment decisions and I want to be at the forefront of the positive move towards ethical and sustainable investing. As a member of the Ethical Advisor’s Co-operative and the Responsible Investment Association of Australasia, I’m here to discuss how you can align your investment options with your personal values. What makes Ethical Wealth Partners different? I want to make your life easier through sound financial advice that is more than numbers on a page. Financial planning and goal-setting is an ever-changing and lifelong endeavour that requires a strong relationship between you and your financial adviser. That’s why understanding you, your needs and goals is central to everything I do. My role: Put simply, I’m here to make financial planning easy for my clients. I use my comprehensive understanding of investment strategy, risk analysis and your personal circumstances to work towards achieving your long-term goals.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Master of Applied Finance and Investment
  • Language spoken
    • English

Ethical Wealth Partners

Level 15, 111 St Georges Terrace
Perth, WA 6000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"I am absolutely satisfied with Michael's advice and assistance. He is truly interested in my needs and circumstances. I feel very confident with the way he handles my financial affairs and the guidance he provides. I am also very comfortable asking questions and expressing my opinion. I cannot thank him enough for his assistance and will gladly recommend his services to anyone."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has been my adviser for over a decade. He has an asute understanding of investment markets and understanding different levels of risk. He has provided sound and clear advice which has led to a downward risking on my investment portfolio. My trust in Michael led to me following him when he changed employer. I thoroughly recommend him to others as a wise adviser"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2009

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Master of Applied Finance and Investment

Level
9 - Masters Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Murdoch University
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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