I have worked in a number of roles in the Financial Services industry for over 25 years, starting my career with BT Financial Group. I moved into financial planning in 2017, after completing my Masters of Applied Finance and while completing my Certified Financial Planner® Certification.
I believe in working in the very best interest of the client and tailoring solutions to meet their needs. I understand that investing in super is not without its pitfalls or traps, which includes higher tax if you exceed certain contribution caps as well as restrictions on access. There have been many changes to superannuation over the years which makes keeping up to date with superannuation law an increasingly onerous task.
Michael always responded quickly to my requests. He listened to my goals and objectives and clearly explained what options I should consider.
Clear advice, nice down to earth person.
Michael seemed to me to be very experienced and well-credentialed. He was very deliberate, careful, and thoughtful in his advice, which was always explained with care, detail, and insight. He made an effort to be as helpful as possible. I was sorry to see him move on.
Michael was always available to help.
Michael was easy to talk to and understand. I never had any problems with contacting him if I had any questions or issues. I will miss him and wish him well in his future ventures.
- Adviser status Silver
- Number of reviews 7
- First year providing advice 2017
- Years of experience 7
- Master of Applied Finance
Milestone Financial Services Pty Ltd12a Thesiger Ct
Deakin, ACT 2600
- 9:00am – 6:00pm Monday – Friday
Amp Financial Planning Pty Ltd