Financial foundations
Growing up in Wodonga, Michael developed an early appreciation for community and connection — values that continue to guide his work today. After moving to Melbourne to complete a Bachelor of Business (Banking and Finance), he began his career in business and corporate banking, where he specialised in financing shopping centres and commercial property.
In 2006, Michael transitioned into financial planning, where he discovered his true passion: helping people build wealth and create financial freedom through informed, consistent decision-making. The move to the Surf Coast in 2007 marked a new chapter — both personally and professionally — allowing him to combine his love for the ocean with his commitment to guiding clients toward lasting financial wellbeing.
With over 15 years of experience across finance, banking, and wealth management, Michael brings deep expertise and genuine care to every client relationship.
Michael’s approach
Michael takes a thoughtful approach to every client relationship, always ensuring decisions are guided by what’s in their best interest. He never pushes clients in a direction they’re uncomfortable with — instead, he helps them make confident, informed choices that align with their goals and values.
Michael believes financial success isn’t about quick wins — it’s about steady progress and long-term confidence. By helping clients invest regularly, stay the course, and trust the process, he ensures they’re well positioned to live out their best life — free from financial worry.
What people say about Michael
Clients often describe conversations with Michael as both enjoyable and meaningful, thanks to his genuine interest in their lives and his ability to make complex financial topics easy to understand. His expert advice provides a sense of confidence and security, particularly for clients navigating important life stages such as retirement.
Michael’s interests
Living in Torquay with his family, Michael loves making the most of the coastal lifestyle. An avid windsurfer and mountain biker, he spends as much time outdoors as possible — on the water or on the trails.
Family is at the heart of everything Michael does. He loves watching his daughter compete in Sport Aerobics at an international level and cheering on his son at university football matches. He’s also a keen tennis player and enjoys staying active with friends and family.
Did you know?
A proud Carlton supporter, Michael brings a healthy dose of light-hearted rivalry to the Coastline team — and a lot of good-natured footy banter..