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.
We feel very confident that the management of our super is in safe hands with Michael and his team at Aspirations Wealth. We have found Michael to be friendly, available, knowledgeable and thorough with his advice and support. In Michael we feel we have an expert adviser who understands our particular circumstances and is committed to working in our best interests.
We have been a client of Michael’s business for over 15 years, the advice and assistance has helped us to grow our wealth substantially and to better understand the complexity of retirement & superannuation. I’d have no hesitation in recommending Michael and his great team.
Generally very happy with communications and availability to address questions.
Michael is a professional financial planner, he has the knowledge and capability to deliver the service to meet what we need. Also, Michael has great service skills to maintain relationships with his clients. We have been dealing with Michael for the last 10 years and are very happy with the service he delivered.
I am confident that Michael is providing sound, safe advice.
- Adviser status Platinum
- Number of reviews 43
- First year providing advice 1999
- Years of experience 24
- Certified Financial Practitioner
Aspirations WealthLevel 1, 621 Kingsway
Miranda, NSW 2228
- 8:00am – 4:00pm Friday
- 8:00am – 6:00pm Monday – Thursday
- In person
- Video call
Aspirations Private Wealth Pty Ltd