Michael B. is a seasoned Financial and Investment Adviser at Morgans Financial Limited since June 2023, with over 15 years of diverse experience in the banking and financial advisory sectors. Previously, Michael held the position of Senior Financial Adviser/Planner at Coastline Advice and completed a Graduate program at AMP Horizons. Early career roles include Manager Customer Service and Financial Advisor at TD, and Member Services Representative at North Shore Credit Union. Michael's educational background includes a Bachelor’s degree in Marketing and Finance from Deakin University, a Fellowship as a Chartered Financial Practitioner, and various certifications in Carpentry, Occupational Health and Safety, and Building Management from Gordon Institute of Technology. Committed to transparency and personalized service, Michael focuses on helping clients achieve their financial goals through reliable and sustainable investment options.
Sign up to view 0 direct reports
Get started