Michael is a financial adviser who has worked with a range of private clients throughout his career, providing personalised financial advice and investment strategies tailored to each client’s unique needs and goals.
Clients benefit from a truly holistic advice process, with Michael’s expertise in wealth management, retirement planning, tax minimisation, estate planning, and asset protection, His investment approach is based on proven strategies developed through academia. He emphasises the importance of achieving sustainable real returns over an economic cycle with a diversified portfolio, which typically consists of a mix of direct traditional assets and more alternative style assets, such as private equity, venture capital, private credit, and commercial property.
Michael specialises in servicing high net worth clients. He is particularly energised by the prospect of growing with his clients and welcomes the opportunity to have an initial conversation with goal-oriented young professionals who are just starting their careers and looking to grow an investible asset base.
Beyond his professional accomplishments, Michael is passionate about supporting his community, and if appropriate, offers counsel to individuals where regular financial advice may be out of reach.
Michael joined Pitcher Partners in 2019 and achieved registration as a financial adviser in 2021 under the FASEA New Entrants pathway, a higher standard than the traditional financial adviser pathway. This rigorous program requires applicants to hold a post-graduate (AQF8 level) university degree, complete over 1,600 hours of supervised development and structured training over a 12-month period,, and complete 40 hours of continued professional development each year. Committed to constant professional improvement,, Michael is currently undertaking his final year of a Master of Financial Planning degree, is on the FPA Certified Financial Planner Program, and is an associate member of the Self-Managed Super Fund (SMSF) Association.
Qualifications and memberships:
- Bachelor of Economics (University of Sydney)
- Post-Graduate Diploma of Financial Planning (Kaplan Professional)
- Currently undertaking a Master of Financial Planning (Kaplan Professional)
- Associate member of the Financial Planning Association of Australia
- Tax (financial) adviser, Tax Practitioners Board
- SMSF Specialist Advisor (SSA)