Director

With over 30 years’ experience in the financial advisory and funds management industry, Michael is currently a Director on the Findex Group Board.

Michael has been responsible for building a large dynamic adviser business and being the key relationship manager to many of the group’s major clients. His responsibilities have included:

• Managing the group’s advisory force, spanning across a suite of service offerings (financial planning, risk, lending and corporate benefits).

• Mergers & Acquisitions including their transition and integration.

• Developing process to assist advisers in the management of their client relationships and service offering.

• Continually develop new concepts and enhanced products for advisers to offer clients with a strong focus on streamlining internal systems and processes to maximise overall business.

• Working with key clients to build stronger relationships, connecting them with other businesses and services to further enhance and grow their operations.

Michael also holds a Diploma of Financial Planning and has a Master of Business Administration (MBA) and committed to philanthropy, having established a Private Ancillary Fund (PAF) with his wife. He sits on several non-for-profit boards. Michael’s outside interests include golf, AFL and travel.

In his role as Director, Michael attends Board meetings and is involved in all key strategic matters for the Company. While he is regularly consulted regarding the operations of the Company, he is not involved on a day-to-day basis. However, as a member of the Credit Committee, he participates in all lending decisions.