Who We Are

Meet The Team

Who We are

Meet The Team

Michael Jones

Director/FINANCIAL PLANNER

Michael Jones has worked in the financial planning industry since 2002 and after working in large organisations (WHK and BDO) decided to establish his own advisory business. Michael is a Certified Financial Planner, which symbolises the highest standard in financial planning and is globally recognised. In addition to Michael’s CFP status he is also a registered tax (financial) adviser with the Tax Practitioners Board (TPB No: 24835602). Michael holds memberships to the Financial Planning Association & the SMSF Association.

In Michael’s spare time he enjoys spending time with his young family, riding dirt bikes, officiating at horse shows and watching AFL (demon supporter).

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