Michael first started in the Financial Services Industry in 1992 and became a Certified Financial Planner in 2003. He utilises his vast knowledge, experience and understanding to build strong bonds with clients by helping them achieve their goals and financial security.
With his motivated personality, Michael is keen to set up long term Financial Plans for each of his clients, looking at their individual personal situation, and addressing their needs and objectives. Using the latest research software, Michael is able to utilize over thirty different companies to place his clients’ best interest first, by providing a large selection of Investment and Insurance options.
With his previous experience working at the National Bank, Michael has a clear understanding of the circulation of Shares and Wealth Creation, through various Investments, both small and large.
Michael has lived in Wangaratta since 1996 and is also heavily involved in the local community where he volunteers his time with Anglicare to assist with Financial Counselling; he is the Treasurer of Wangaratta Turf Club and Chairman of the Royal Agricultural Society of Victoria (Melbourne Royal Show) – Poultry Section.
Michael is just good at his job with advise and is a great bloke
Michael has always been extremely helpful with any advice given to me. If i don't understand something, he will explain it until i do, and he is very calm and patient, and has so much knowledge and experience. I know i am being well looked after.
I have engaged Michael as my financial adviser since 1992. In this time he has continually kept abreast of my goals with strategies formulated to achieve. He is professional, approachable and knowledgeable. I have never found him to have anything else but my, as a client, best interests at the fore when advice is sought.
Michael has been fantastic advising and keeping us on track. He explains everything clearly and takes time and goes out of his way to accommodate us. We highly recommend Michaell and his knowledge and service.
Michael has understood our needs and has explained how our superannuation is travelling. We always have Michael's full care and attention and are very happy with the way he looks after our Superannuation.
- Adviser status Gold
- Number of reviews 14
- First year providing advice 2004
- Years of experience 19
- Certified Financial Planner (CFP)
- Fellow Chartered Financial Practitioner (FChFP)
Financial Momentum VIC Pty Ltd23 Ely Street
Wangaratta, VIC 3677
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Count Financial Limited