Michael started his professional advice career 22 years ago in a boutique financial planning and accounting firm based in Caringbah, NSW, studying and also working full time. After graduating from university and 4 years service, he was given the wonderful opportunity to leave the boutique firm to join Aspirations Wealth Group as a senior Wealth Adviser.
Michael was offered equity in the business after 4 years as an employee and has now been a majority owner of Aspirations Wealth Group for the past 14 years.
Michael is a Director of Aspirations Wealth Group and responsible for the future direction of the business. His main role is to provide wealth advice to select private clients.
Michael works directly with his private clients to help them grow and protect their wealth. His areas of expertise are investment strategies, portfolio management and superannuation. Michael's strengths include his ability to simplify finance so clients can understand it and thinking outside the square so his clients are always in a better financial position.
Michael has 3 beautiful children, two girls and a boy, (oh and 2 black pugs) and when he’s not playing with his kids or dogs, Michael loves the gym and exercise.
We charge fees for advice based on the person's individual circumstances.
Michael has a solid knowledge base and a very good feel for the economy, investment strategies and potential future risks. He is always approachable and professional and can clearly articulate his views, opinions and advice.
Since my retirement in 2013 and my wife’s retirement a few years later Michael and his team have given us confidence in their ability to manage our retirement portfolio. Even though we do not Iive in Sydney, Michael is always contactable and/or available to talk. Aspirations WM are a highly professional team and we have complete confidence in them going forward.
Michael has always given very good advice in a calm and professional manner, after always fully assessing my current situation and needs. This has been specifically in the area of Life Insurance, Superannuation and Managed Funds. Michael consistently gives good, independent advice and options for me to consider, allowing me to make decisions, which I am confident are in my best interests. I highly recommend Michael and the Aspirations Wealth Team.
Michael has been giving us advice for the last 10 years. We feel extremely confident and comfortable with all advice and suggestions given to us and this has met all our needs. Michael is always there for us to discuss any issues we have. We could not have found a better advisor.
Michael has totally fulfilled his commitments in every way as a professional financial adviser. He has a full understanding of our personal requirements and tailors our financial needs to suit our now retired lifestyle. Michael makes himself available to discuss specific requirements and always provides positive guidance. We have in the past recommended Michael's services to many friends, some of who are now enjoying his guidance. We will continue to recommend his qualities going forward. We look forward to working with Michael for many years to come.
- Adviser status Platinum
- Number of reviews 26
- First year providing advice 1999
- Years of experience 23
- Certified Financial Practitioner
Aspirations Wealth Group Pty LtdLevel 1, 621 Kingsway
Miranda, NSW 2228
- 8:00am – 4:00pm Friday
- 8:00am – 6:00pm Monday – Thursday
Aspirations Private Wealth Pty Ltd