Michael Stewart

Background

About Michael Stewart

I am Business (Financial Planning) graduate from the Royal Melbourne Institute of Technology. My interests include financial assessment of personal matters, planning and sustainability of client portfolios. My financial planning experience includes working as a Paraplanner, where I would be responsible for generation of SOA's, preparation of ROA's and assistance with preparing/formatting relevant documents. I also have a detailed history of implementation and review experience. I have a high level of Xplan and Microsoft Office experience as these were necessary to meet day-to-day client demands. I have over eight years of experience within the hospitality/retail industry, which has allowed me to broaden my communication skills that compliment my university degree. My practical experience has provided me with skills in communication with both staff and customers, sharpened leadership and effective organisation skills. I am most passionate about the opportunity to better clients’ financial standing and will only partner myself with those who share similar values, regarding the prosperity of clients’ financial futures. Financial Planning is more than knowing how to provide advice to a client and when. Knowing clients on a personal level is just as important as knowing the products to offer them."Know your client. Know your product." I believe that with in-depth Financial Planning knowledge and willingness to get to know clients, I can help to offer clients a well-rounded approach to achieving financial goals. I am always looking to further my skills within the financial planning industry, to compliment the skills practically learned, whilst simultaneously building on the in-depth knowledge gained from university.