Michael is currently employed as a Private Client Adviser at Main Street Financial Solutions, a boutique fee for service financial advisory practice in Hobart.
Michael is highly qualified, motivated and focused on delivering best practice outcomes for clients. Michael is well qualified having completed a Master of Financial Planning degree, Bachelor of Business, Self-Managed Super Fund course and is a Certified Financial Planner and Life Risk Specialist. Michael is a member of a number of industry bodies such as the Financial Planning Association of Australia and is also a registered Tax (Financial) Adviser. Michael also satisfied the FASEA Exam requirements in the first exam available Australia wide.
Michael enjoys utilising his skill set to assist others both through his role at Main Street as well as his involvement with various community service organisations and charities. Outside the office Michael has been a Director on the board of a not for profit community organisation for approximately 3 years. In this role he was responsible for bringing knowledge in finance and strategic planning. Michael has also been involved in a number of charities’ sub committees such as IMPACT 100 Tasmania and the Make a Wish Foundation.
Michael specialises in providing strategic advice to a broad range of clients including private clients, business owners, self-managed super funds and not for profit organisations.
Michael has an active interest in how innovation and technology can be applied to enhance the outcomes for clients. Michael has co-written an E-Book ‘Super Strategies’ with Charles Badenach and Rebecca Fergusson, which is available to download from Main Street's website.
Michael has given me advice on the investment options that are available and helped me devise a plan for my future. I have little knowledge of investing but he explained everything very clearly and was extremely patient and understanding! I will continue to get advice from him and 100% recommend his services!
I approached Michael for advice and assistance to put in place an income protection policy. Michael reviewed my current situation and provided multiple options based on different scenarios and coverage levels. He explained everything thoroughly which meant I was confident in the policy we selected, along with the coverage levels and benefits. I now have a trusted adviser who I will utilise for all of my financial needs.
Michael was very helpful with providing clear and understandable information towards the areas I was exploring. I would highly recommend his expertise to others.
Michael's ability to simplify the process and jargon associated with the world of finance impressed me. He was quickly able to ascertain my situation and provide succinct information and relevant examples as to where I can improve. We have looked at both small and big picture issues and put in place plans to ensure long-term financial stability. I highly recommend Michael and the team at Main Street Financial as the professionalism, knowledge and ongoing contact has been first class.
Michael has a genuine interest in finance allowing him to be very knowledgeable and able to communicate well with his customers. He took the time to explain what my options were making it simple and easy to make important decisions. I appreciate his honesty and professionalism and I have recommended him to friends and family.
- Adviser status Silver
- Number of reviews 8
- First year providing advice 2018
- Years of experience 5
- Master of Financial Planning
Watershed Dealer Services Pty LtdLevel 22, North Tower, 459 Collins Street
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
Watershed Dealer Services Pty Ltd