Mike has a passion for meeting people and assisting them with all their financial planning needs. Playing sport throughout his University career he has always valued the importance of goal setting. Mike works tirelessly to ensure his clients’ goals, dreams, and financial needs are met. Personal planning, retirement planning, and Tax Planning, are all areas where Mike finds value for his clients. He joined the team in 2013 after completing his Business Degree, LLQP, and Canadian Investments Funds course.
Administration Team
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Melanie Tessarolo
Office & Client Services Manager
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Cher Adams
Admin & Client Services
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Michelle Jones
Admin & Client Services
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