Mike has worked in the financial planning industry since 1998 and has been providing personal financial advice to his clients since 2001, bringing an abundant wealth of knowledge and experience.
He is passionate about working closely with his clients to develop financial planning strategies and investment portfolios that are specific to his clients’ needs so they can achieve both their personal and financial goals. He prides himself on his communication skills and his capacity to explain his advice in language that is easy to understand.
He has extensive understanding of areas including portfolio construction, superannuation (including Self-Managed Super), wealth creation, retirement planning, tax strategies, Centrelink and estate planning.
Mike holds a Degree in Business Economics from the University of Liverpool (UK). He also holds a Diploma of Financial Planning (DFP) and achieved the status of a Certified Financial Planner (CFP) in 2003.
Furthermore, Mike continues to be a critical component in ensuring that his experience within the sector promotes not just crucial insights for his clients, but further knowledge building & professional development to all the staff within Astier.
LinkedIn EmailThe devil is in the details
Investing money is a highly complex process and like many things the devil is always in the detail if you want it done successfully. Everyone has heard stories of people making “big money” investing in the current hottest tip, whether it be crypto, real estate or something else that you didn’t invest in. If it […]
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