“Core reason behind a financial planning role needs to be a genuine desire to help other people achieve their life goals. This is what I believe in and this is why I chose this profession.”
The Founder - Michael Brandt
Michael is a Director and a Financial Planner. His role is to oversee the running of the business and ensure the delivery of exceptional service and strategic based advice to clients.​​
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He brings with him over 15 years of experience working as a financial planner and even longer as an investor and applies that to the strategy design of every client. His expertise has seen him featured regularly in SBS podcasts discussing finance.
​​ Michael has a strong education background with double degree in Applied Finance and Commerce (Accounting) and he is also a Certified Financial Planner® which is a highest qualification in the profession. In addition to that, he also holds following certifications:
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Aged Care Steps accreditation
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Diploma of Finance and Mortgage Broking Management
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Margin Lending
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Self Managed Superannuation Funds​
Outside of work, he enjoys navigational car rallying, where he alternates between driving and navigating at various events. This goes hand in hand with his passion for classic cars. Whenever he is not driving them, he enjoys working on cars or cycling.
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When you speak with Michael, you can’t ignore his accent. Originally born in Poland and migrated to Australia at age of 16, he is aiming to bring the best of both worlds and fuse them into a package that allows for a unique approach to strategic planning.
