What sets me apart is that my knowledge comes from real life experience and theory. I have seen the ups and downs of financial markets and I have lived a few of my own ups and downs. I realise that everyone is unique and individual and no matter what has happened in my life I have always been true to my personal standards and values. I believe in setting the bar as high as possible in terms of what I do which means when I am working with you on a financial solution I am searching for the best product or solution to meet your needs.   

I do this by taking the time to listen carefully and understand your real aspirations and needs, and then develop a tailored, financial and lifestyle plan. And, with my extensive financial markets background along with my accounting and taxation experience, I’m able to design unique and truly effective solutions.

A little bit about me, my education, specialisation and authorisations. 

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Education

• Bachelor of Business - Majoring in Accounting & Finance

• Diploma of Financial Services - Financial Markets

• Diploma of Financial Services - Financial Planning

• Graduate Diploma of Applied Tax Law - Part Completed

• Registered Tax Agent - Tax Institute

Specialisations

I specialise and have extensive experience in the following areas:

• Creating wealth in a tax efficient manner;

• Investment advice and portfolio management;

• Cash flow management and budgeting;

• Superannuation advice (including SMSFs);

• SMSF compliance and administration;

• Planning for your retirement (including assessing social security eligibility);

• Business succession planning;

• Small business structuring and establishment;

• Wealth protection and personal insurance strategies;

• Risk Management;

• Equity Markets domestic and international;

• Debt markets, Government, Semi Government & Corporate Bonds & Floating Rate Notes; and

• Structured and Hybrid investments.

Authorisations

I am authorised to provide personal financial advice (ASIC Financial Advisor Number 1000443). Antipodean Private Pty Ltd trading as Antipodean Advisory AFSL (547263). Michael is director of Antipodean Private Pty Ltd trading as Antipodean Advisory (AFSl 547263)

I am authorised to provide advice and deal in the following financial products:

• Debentures, Stocks or Bonds issued or proposed to be issued by a Government;

• Securities;

• Deposit & Payment Products;

• Interests in Managed Investment Schemes including Investor Directed Portfolio Services;

• Life Products including Investment Life Insurance Products & Life Risk Insurance Products;

• Retirement Savings Accounts products;

• Superannuation; and

• Standard Margin Lending Facilities.