As the head of the Financial Planning team, Michael is responsible for ensuring the delivery of advice is tailored to each client’s unique goals, needs, and objectives. With deep expertise across investment management, tax minimisation, estate planning, and asset protection, he delivers a truly holistic advisory experience. Before joining Qi Wealth in 2025, Michael spent six years at a leading financial planning firm, where he specialised in advising high-net-worth families with investable assets exceeding $1 million, as well as professionals earning over $250,000 annually.
Manager, Business Advisory
