Executive Director | Senior Wealth Adviser
CA, SF Fin, CFP, GDipAppFin, BCom, AIF®
Direct. +61 8 6163 6102
Mobile. +61 439 699 770
Michael is a Senior Fellow of Finsia (formerly the Securities Institute of Australia) and is regularly the lead lecturer in the areas of financial planning, portfolio construction and risk management. He also holds various positions on the boards of community based not-for-profit organizations as part of his commitment to contribute to the broader community.
Michael is married with three children, and is thoroughly committed to the well-being of his family. When time permits, he pursues his passion of cycling and the occasional triathlon.
What do you enjoy most about wealth management?
Working with clients to achieve their goals, leading to them living awesome lives!
What’s the biggest challenge?
There’s only 30 hours in a day.
What do you love most about being part of Capital Partners?
The energy & buzz that comes from people doing meaningful and worthwhile work.
What quality of yours makes you suited to what you do?
A logical, lateral mind coupled with a deep interest in the well-being of others.
How should people think about their wealth?
Objectively and with discipline, but that’s just not possible. It is always better to seek the input & support of an experienced and qualified financial adviser.
What do you love to do outside of work?
Time with family, friends & varied sporting pursuits.
What does your ideal holiday look like?
With family, laid back & easy going, mixed with adventures & exploring new places & cultures.
Education and Associations
- Bachelor of Commerce (UWA)
- Graduate Diploma in Applied Finance and Investment
- Graduate Diploma of Financial Planning
- Certified Financial Planner
- Associate of the Institute of Chartered Accountants of Australia
- Senior Fellow of the Financial Services Institute of Australia
- Accredited Investment Fiduciary