Michael Ryan

Executive summary 

Michael is a Partner in BDO’s Private Wealth team in Brisbane. He is an experienced adviser to high net worth individuals and families, providing wealth management and strategic advice.   

Michael works closely with his clients to ensure they feel comfortable in their financial position, and provides guidance to help them live their best lives. 

He has worked in the financial services industry since 2010, and joined BDO in 2012. 

Expertise 

• Investment management services including but not limited to superannuation, covering small and large portfolios for clients including the self-employed, professionals, and high net worth families

• Personal insurance advice covering life, total and permanent disability, income protection, and critical illness for people of all ages and situations 

• Retirement planning and financial security advisory 

• Superannuation strategy 

• Facilitating family discussions about inheritance, estate planning, and financial education

Experience 

• Managed a complex international family estate, working with multiple accountants across several jurisdictions to move money onshore and invest in appropriate structures

• Assisted with appropriate investment advice and financial education for the adult children in a high net worth family, responsible for their parents’ large investment portfolios   

• Significantly enhanced insurance claim benefits for a terminally ill client, and structured the proceeds to minimise tax liabilities. 

Qualifications and affiliations 

• Bachelor of Business (Finance and Accounting) 

• Diploma of Financial Planning  

• Advanced Diploma of Financial Planning  

• Certified Financial Planner  

• Member, Financial Planning Association of Australia (FPA)