I have been in the financial services industry for 29 years.
I am married with 3 children and I am an active member of the Newcastle soccer community.
My clients are typically local families, small business and retirees.
I enjoy helping clients set and achieve their financial goals. Our office provides a friendly environment along with plain English financial advice.
I just think Michael is the best thing 'since sliced bread'! He assisted my husband with his super and retirement. When my husband was in hospital with cancer, Michael did everything he could to help us. When my husband passed, Michael took care of everything financial. To not have that worry while mourning my husband was so ... such a weight off my shoulders, heart and mind. Thank you Michael!
- Adviser status Gold
- Number of reviews 1
- First year providing advice 1994
- Years of experience 29
- Graduate Diploma of Financial Planning
Envision Financial PlanningSuite 1, 603 Pacific Hwy
Belmont, NSW 2280
- 9:00am – 5:00pm Monday – Friday
Matrix Planning Solutions Ltd