BCom, Adv Dip (FP)
Principal Adviser & Owner
Michael has a Bachelor of Commerce (Accounting), an Advanced Diploma in Financial Planning, he is currently working towards his Masters of Financial Planning and is a member of the Association of Financial Advisers (AFA). Michael has further specialist accreditations in the areas of self-managed super funds, direct equities and margin lending. Through the family business, Michael has been involved in financial planning most of his life and has been providing formal advice for almost 15 years.
Michael began his career in accounts with Tyco International before joining his now retired father in the family business. Michael prides himself on continuing to build on his father’s business through long-term partnerships with his clients.
He focuses on delivering holistic financial advice specialising in budgeting, superannuation, investment management and wealth protection. His clients include young professionals, wealth accumulators, small business owners and pre-retirees.
Michael is the father of two and on the weekends his young family can generally be found at the beach, camping or boating. Michael is a devoted Crossfitter and a mad keen fisherman.
Senior Financial Adviser
Matthew has over 15 years of experience in the Banking and Financial services industry, with the last 8 being in Financial Planning. Having worked for both boutique firms and larger institutional practices Matthew is well versed in the provision of holistic strategic advice to clients. He has significant experience with a broad range of Financial Planning areas including wealth creation, investment, superannuation, retirement strategies and insurance.
Matthew decided to pursue Financial Planning as a career after seeing first-hand the difference a good planner can make to individual situations. He takes great joy in helping people navigate the complexities of modern personal finance and seeing them achieve their desired goals.
Matthew has a Graduate Diploma of Financial Planning and is currently completing his Masters of Financial Planning.
Outside of work he enjoys good friends, good food and exercise, all while trying to raise a wonderfully stubborn daughter.
As Office Manager Rachel is primarily responsible for providing operational leadership as well as, technical and administrative support to our Financial Advisers.
Rachel also provides an additional point of contact for both clients and relevant third parties.
Outside of work hours Rachel who is originally from far south New South Wales, enjoys exploring the coastline and basking in the Queensland sun and saltwater.
Diploma of Financial Planning
Sam has over 30 years of experience in the Financial Services with the last 18 in Financial Planning. With such a long career in the industry, Sam has worked across most aspects of the field and brings a wealth of experience and knowledge of both the industry in general and the value of quality financial advice.
Sam's primary driver is service excellence, and she takes great pride in ensuring positive experiences and exceptional outcomes for our team and our clients.
Outside of work Sam is the mum of two adult children and enjoys a balanced lifestyle of being active with PT, swimming laps and long walks as well as socialising with family and friends.
She is born and bred a Brissie girl and comes from a large family with lots of siblings, nieces and nephews who she adores.
Cassidy is your first point of contact at reception and is also responsible for the day to day running of the office.
Cassidy works alongside our administration team, handling the tasks of answering and returning phone calls and client emails.
Away from work Cassidy enjoys shopping, make-up & beauty, and spending time with her family & friends.