Beginning his Financial Services career as a Principal of the Associated Planners Group, Michael developed a passion for building enduring client and business relationships. Placing a value on education, Michael holds a Diploma of Financial Planning and has a Masters of Business Administration (MBA).
As one of Findex’s early acquisitions, Michael has been responsible for building a strong and dynamic adviser force for the business. As Findex’s Chief of Adviser Services, his responsibilities include:
- Managing the group’s advisory force, spanning across a suite of service offerings (financial planning, risk, lending and corporate benefits).
- Assisting advisers in the management of their client relationships and service offering.
- Continually develop new concepts and enhanced processes for our advisers to follow.
With over 25 years industry experience, Michael holds an Executive Director role on Findex’s Board.