Beginning his Financial Services career as a Principal of the Associated Planners Group, Michael developed a passion for building enduring client and business relationships. Placing a value on education, Michael holds a Diploma of Financial Planning and has a Masters of Business Administration (MBA).
As one of Findex’s early acquisitions, Michael has been responsible for building a strong and dynamic adviser force for the business. As Findex’s Chief of Adviser Services, his responsibilities include:
- Managing the group’s advisory force, spanning across a suite of service offerings (financial planning, risk, lending and corporate benefits).
- Assisting advisers in the management of their client relationships and service offering.
- Continually develop new concepts and enhanced products for advisers to offer clients.
With over 25 years industry experience, Michael specialises in all aspects of financial planning for individual and business clients and holds an Executive Director role on Findex’s Board.