Michael has worked in both institutional and private practice and joined the M+S Group in 2006. He has been a part of the Financial Planning Management team and a Partner of the firm since that time.
Michael provides high quality strategic advice in the areas of wealth creation and retirement planning. He primarily operates from the Shepparton office, but is also available by appointment at our Kyabram and Echuca offices.
Michael holds a Certified Financial Planner (CFP) designation and has been an authorised representative since 1997.
Qualifications: CFP, Dip FP. Authorised Rep. #243208
Michael has worked in both institutional and private practice and joined the M+S Group in 2006. He has been a part of the Financial Planning Management team and a Partner of the firm since that time.
Michael provides high quality strategic advice in the areas of wealth creation and retirement planning. He primarily operates from the Shepparton office, but is also available by appointment at our Kyabram and Echuca offices.
Michael holds a Certified Financial Planner (CFP) designation and has been an authorised representative since 1997.
Qualifications: CFP, Dip FP. Authorised Rep. #243208
Ainslie joined the M+S Group (Kyabram) in 2001, firstly working in reception, before moving into the financial planning division where she completed her Advanced Diploma of Financial Planning. After five years working in Financial Planning Administration and Para-planning, in 2007 Ainslie became a Financial Planner. Ainslie assists her clients with all aspects of specialised strategic and investment advice.
Qualifications: Adv Dip FS (F.P.) Authorised Rep. #315376
Linda has worked in the financial services industry for many years, and joined the M+S Group in 2001 as a Para-planner. With a keen interest in all things financial, Linda obtained her Advanced Diploma in Financial Services (Financial Planning) in 2008, allowing her to advance her career and become a qualified Financial Planner.
In 2016 Linda was successful in obtaining her certificate of Accredited Aged Care Professional. This allows Linda to provide advice in all areas of finance; including personal investments, superannuation, retirement planning and the complicated worlds of Centrelink and residential aged care. Linda continues to study to ensure she is well informed with the ever changing world of finance. Being able to provide advice tailored specifically to her client’s needs is Linda’s main objective.
Adv Dip FS (F.P.) Authorised Rep. #315375
Reach out to us today and get a complimentary consultation.