Senior Adviser & Director at Strategic Wealth
Mike, a Director of Strategic Wealth and Your Personal CFO, has worked in the financial services industry since 2003.
Mike's extensive knowledge and attention to detail instils confidence in all of his clients that their needs will be met across the varying degrees of complexity that is their situation.
He completed a Bachelor of Business (Economics and Finance) with distinction from RMIT University and has achieved CFP® certification from the Financial Planning Association of Australia (FPA).
Take a strategic approach to get there sooner...
Strategic Wealth provides astute investors with specialist advice and bespoke investment solutions.
Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals.
With unique industry-wide perspective, our insight and guidance enables our clients to build on their assets and create successful financial returns.
Very confident and comfortable with all aspects of advice and processes.
Mike has been fantastic in setting up a plan for the now and into the future. Everything from estate planning, investments super and insurance. He explains what everything means, is happy to answer questions and follows up in a timely manner. He listens to our needs and is happy to provide advise on anything. I would highly recommend.
I feel he does not act as an independent adviser with your best interests. Very high fees, does not like you to question his advice.
Mike was very responsive given the very short time frame that he was given to get our self managed superannuation fund for my wife and I.
Jeff is a positive force for us to act when dealing with him for next steps to take in our retirement
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2005
- Years of experience 18
- Certified Financial Planner (CFP)
Strategic Wealth Pty LtdLevel 2, 15 Queen Street
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
Oreana Financial Services Pty Ltd