Enjoy the now and secure your future
25th June 2024
Michael Stewart
Director
Overview And Experience
A dedicated, enthusiastic and experienced Senior Adviser, with over 25 years experience.
Michael’s enthusiasm for his work is highly evident from the first time a client meets with him. He is passionate, committed to his work and takes pride in finding the most appropriate solutions to meet his clients’ specific requirements.
Michael is well versed in an array of financial disciplines and specialises in solving complex issues in areas including Self-Managed Superannuation Funds, tax, retirement planning and risk management – primarily for business owners and high net worth professionals.
Michael is an active contributor to the CVP investment Committee and is a member of the Financial Advice Association (FAA).
Due to Michael’s extensive industry experience and involvement, he was involved in many external Investment and Insurance Advisory Boards of several highly regarded investment and insurance providers.
Outside of work, Michael is keen on sports such as cross fit and tennis. Often the ‘life of the party,’ he enjoys entertaining with family and friends and is a devoted father to his five children.
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See what some of Michael’s clients have said about him and the services he provides on the Adviser Ratings website.