Michael is an experienced Wealth Adviser in BDO Brisbane’s Private Wealth team. He provides extensive advice and financial planning services to his clients and has a special interest in advising on personal insurance.
Michael works closely with his clients to ensure they feel comfortable in their financial position and provides guidance to help them live their best life.
- Holistic financial planning advice
- Wealth protection / risk insurance (Life, TPD, Trauma & Income Protection cover)
- Strategic investment and wealth creation strategies
- Budgeting and cash flow (including debt repayment strategies)
- Superannuation and pre-retirement planning
- Retirement and income stream planning
- Self-managed super funds
- Investment portfolio construction and ongoing management service
- Centrelink Pension support
- Aged Care advice
- Bachelor of Business (Finance and Accounting)
- Diploma of Financial Planning – Kaplan Professional
- Advanced Diploma of Financial Planning – Kaplan Professional
- Certified Financial Planner – Financial Planning Association of Australia