Michael Williams

The Hopkins Group

Gold
22 Yrs Experience
Melbourne, VIC 3000
Michael Williams is the Managing Director of The Hopkins Group and serves on the Executive Board. Michael has worked as a financial planner for over 20 years after starting a career as a commercial and property lawyer in Queensland. He commenced his career as a solicitor in 1998 but quickly converted to the financial services industry. Michael was recruited into a management role at Saxby Bridge financial services and relocated to Melbourne. Michael was responsible for the integration and 3-stage transition of the business from Saxby Bridge to Parkes and then finally Elm Financial Services. In 2001 he became the Victorian State Manager and was responsible for the management of the Melbourne office. Michael managed the Melbourne office for 3 years at which time he was presented with the opportunity to partner with John Hopkins. In 2004 they merged their two separate businesses to form the complete financial planning and property advisory service that is The Hopkins Group. Michael is now responsible for the overall strategic plan and oversees the Executive Board and leadership team. Michael has been responsible for implementing diversified income streams, multi-service offerings and a diversified lead generation and marketing program. Michael is a growth-orientated executive with specialised expertise in business expansion, acquisition and diversification.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • 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 4.80
  • Number of reviews 18
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Bachelor of Laws
  • Language spoken
    • English

The Hopkins Group

Level 23, 500 Collins St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Sentry Advice Pty Ltd

AFSL 227748

4.80
18 Reviews
5
4
3
2
1
4.95
Clear communication
4.70
Knowledge & expertise
4.70
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 18

Sort by

4.50

"I have only been dealing with Michael a short time however, his information is clear and reassuring. Michael has provided advice on property investment, stock investment, tax and has also helped us set up our life insurance and Wills. Michael was highly recommended to us by friends and I have no hesitation recommending him to others."

  • Superannuation
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"all good"

  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael takes the time to explain things in laymen’s terms and flesh out the details of my goals. Being able to see and read a plan mapped out of how I can achieve them is key. Would highly recommend"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has always been pleasant and proactive in the many years we have known him. He has always given us sound financial advice during our working career, and during our retirement phase. He set up our self managed superfund and has used his expertise to split it effectively between myself and my wife. The super package has done extremely well. With the onset of Covid and the sudden uncertainty in the stock markets he consulted us and has made great adjustments to circumvent the potential decline in value. We are extremely pleased with Michael."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has given me advice largely related to my Self Managed Super Fund and general financial planning. Michael has a wide knowledge and expertise and I have felt very confident the advice I have received has been well tailored to my circumstances. Michael has been able to explain his advice very clearly and have always been available when I have had questions or required further advice."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I came to Michael when I retired to manage finances and investments. I found him very open and good at explaining how I could structure my finances. He gives me great confidence in his ability to understand my needs and invedt according to them. He also taught me to move from a saving mentality to being able to spend by income. That was a very valuable lesson on retirement. I have referred a friend to him."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Michael has given me advice in areas including Self Managed Super Funds, Investment Strategies and Estate Planning. He is very approachable and takes the time to explain all options clearly so it's easier to make informed decisions. I've always felt very confident in asking for Michael's investment advice."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Michael has given us advice and guidance in buying property for investment and other financial matters in a very professional yet easy to understand manner We have always found his advice to be reliable and honest he has always listened to our needs and then found solutions and ideas according to our needs"

  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I've been a client of Michael's for about ten years. He's genuine, down-to-earth, patient, and generous with his time and knowledge. What I particularly like about Michael is that he's able to break down complex financial information (that I find intimidating) into language I can easily understand. He also works with where I'm at in my life and what suits me and my lifestyle. Highly recommend!"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael had been our Advisor for over a decade and advised us on of financial situation throughout a number of stages of our lives. He can always be relied on for trusted advice which has been tailored to our circumstances."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning 1-7

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Financial Planning Principles and Practice

Level
0 - Training / Exam / Other
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
1999

ASIC RG146 Compliance (Self Managed Superannuation Funds)

Level
0 - Training / Exam / Other
Institution
Financial Education Professionals
Completed
2015

Bachelor of Laws

Level
7 - Bachelor Degree
Institution
James Cook University (JCU)
Completed
1999

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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