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Michael Waterson

Tailored Wealth Solutions Pty Ltd

Silver
31 Yrs Experience
Burleigh Heads, QLD 4220

I work as a financial adviser so I can help increase the financial certainty in the lives of my clients. 

The best way to do this is through meaningful, personalised engagement that takes all of your personal challenges and opportunities into consideration, so that you can be certain your financial plan will work the best way it can for your own situation.

My entire career has been in financial services, allowing me to gain the expertise needed to help you with your financial goals.  

I really enjoy working on the complex challenges of pre-retirement and retirement strategies, portfolio construction, capital longevity techniques, and the essential estate planning strategies that round this out.

You are the expert in your chosen field. I am your expert in Tailored Wealth Solutions.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 1993
  • Years of experience 31
  • Highest qualification
    • Diploma of Financial Markets
  • Language spoken
    • English

Tailored Wealth Solutions Pty Ltd

Unit 1, 37 Township Dr
Burleigh Heads, QLD 4220

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alpine Financial Advice Pty Ltd

AFSL 541401