Authorised Representative of Consultum / BCom, Adv Dip (FP)
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 over 11 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.
Client Relationship Manager
Riannah first joined the Financial Planning industry in 2015 when she started working at Batten Financial Services. She holds a Diploma in Financial Services and is currently continuing her studies to achieve her Advanced Diploma by the end of 2018.
Riannah’s role sees her interacting with clients on a daily basis, preparing advice documents, managing the office and providing support to the Principal Adviser. Riannah is passionate about working alongside our clients to ensure their financial goals are met.
Away from work you can find Riannah at the gym or catching up with her friends and family.
Rachel joined our office early 2017 and she is your first point of contact. Rachel is responsible for the day to day running of the office and her role encompasses managing the administration functions within the office.
Outside of work hours Rachel who is originally from far south New South Wales, enjoys being outdoors basking in the Queensland sun and salt water.