Michael Waterson
Principal Adviser
About Michael Waterson
I work as a financial adviser to help increase financial certainty in the lives of my clients.
The best way to do this is through meaningful, personalised engagement that takes all of your personal challenges and opportunities into consideration, so that you can be certain your financial plan will work the best way it can for your own situation.
My entire career has been in financial services allowing me to gain the expertise needed to help you with your financial goals. Initially I worked in the Money Markets for a major bank, then found I preferred the personalised services I provide with financial advice.
As a financial adviser for over 25 years, I have found my clients are confident that my experience provides an excellent platform in understanding the intricacies of investment markets, as well as an ability to articulate these concepts in a meaningful way.
I really enjoy working on the complex challenges of pre-retirement and retirement strategies, portfolio construction, tax minimisation, capital longevity techniques, and the essential estate planning strategies that round this out.
I have found that helping people enjoy a comfortable and confident retirement is incredibly fulfilling, and financial planning is a long-term prospect. It is great to also work with younger people to build and protect wealth via superannuation, investment and insurance, and provide strategies that will balance their current lifestyle with their future plans.
I strongly believe it is important that my clients are educated in relation to their own portfolios, so I use an evidence-based approach to help people develop their own understanding of how markets act and react over time. With all of the changes that happen throughout our lives, certainty is difficult. I have spent many years gaining the skills that help to reduce financial uncertainty which improves your lifestyle.
You are the expert in your chosen field. I am your expert in Tailored Wealth Solutions.
Areas of Expertise:
- Estate planning
- Insurance
- Investments
- Retirement
- Self Managed Super Fund
Education, Qualifications and Memberships
- Diploma Financial Markets – Securities Institute of Australia
- Diploma of Financial Planning – Financial Planning Association (Deakin University)
- Have sat for and passed the FASEA Financial Adviser exam
- Member of the Financial Advice Association of Australia (FAAA)
- Currently completing the Graduate Diploma of Financial Planning (post graduate degree)
“We are in such privileged positions as financial planners. Clients literally trust us with their life savings, so we have a responsibility to engage at a personal level, not just a financial one. Our role must be to put the right strategy in place and explain it in clear and easy to understand language so clients can make confident and informed decisions about their future.”
Michael Waterson
Michael Waterson
Principal Adviser
About Michael Waterson
I work as a financial adviser to help increase financial certainty in the lives of my clients.
The best way to do this is through meaningful, personalised engagement that takes all of your personal challenges and opportunities into consideration, so that you can be certain your financial plan will work the best way it can for your own situation.
My entire career has been in financial services allowing me to gain the expertise needed to help you with your financial goals. Initially I worked in the Money Markets for a major bank, then found I preferred the personalised services I provide with financial advice.
As a financial adviser for over 25 years, I have found my clients are confident that my experience provides an excellent platform in understanding the intricacies of investment markets, as well as an ability to articulate these concepts in a meaningful way.
I really enjoy working on the complex challenges of pre-retirement and retirement strategies, portfolio construction, tax minimisation, capital longevity techniques, and the essential estate planning strategies that round this out.
I have found that helping people enjoy a comfortable and confident retirement is incredibly fulfilling, and financial planning is a long-term prospect. It is great to also work with younger people to build and protect wealth via superannuation, investment and insurance, and provide strategies that will balance their current lifestyle with their future plans.
I strongly believe it is important that my clients are educated in relation to their own portfolios, so I use an evidence-based approach to help people develop their own understanding of how markets act and react over time. With all of the changes that happen throughout our lives, certainty is difficult. I have spent many years gaining the skills that help to reduce financial uncertainty which improves your lifestyle.
You are the expert in your chosen field. I am your expert in Tailored Wealth Solutions.
Areas of Expertise:
- Estate planning
- Insurance
- Investments
- Retirement
- Self Managed Super Fund
Education, Qualifications and Memberships
- Diploma Financial Markets – Securities Institute of Australia
- Diploma of Financial Planning – Financial Planning Association (Deakin University)
- Have sat for and passed the FASEA Financial Adviser exam
- Member of the Financial Advice Association of Australia (FAAA)
- Currently completing the Graduate Diploma of Financial Planning (post graduate degree)
“We are in such privileged positions as financial planners. Clients literally trust us with their life savings, so we have a responsibility to engage at a personal level, not just a financial one. Our role must be to put the right strategy in place and explain it in clear and easy to understand language so clients can make confident and informed decisions about their future.”