Michael has a Bachelor of Commerce (Accounting), an Advanced Diploma in Financial Planning, and he is currently working towards his Masters of Financial Planning. 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.

As Practice 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 enjoys camping, exploring the hospitality scene and quality time with her young family.

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.

Away from 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.

Sammi is responsible for providing high quality assistance to our lead Advisers and support staff.

Her role encompasses all administration roles within the office alike the tasks of preparing supporting documents for our Advisers and clients.

Beyond work hours, Sammi enjoys playing sport, going out to restaurants, watching detective series and spending time with family and friends.