Company: Shadforth Financial Group
Position: Financial Planner
Address: Level 47 Rialto Towers, 525 Collins Street
Suburb: Melbourne, 3000
Specialties: Business management, Family constitutions, Wealth Management
Areas of expertise: Wealth management
Michael is a Certified Financial Planner, Certified Practicing Accountant and member of the Institute of Chartered Accountants of Australia. His expertise in all aspects of high level strategic financial consulting was initially gained with Bain and Co (later to become Deutsche Bank Financial planning), where Michael commenced his financial consultancy role in 1990 after a fifteen year career in various accountant positions. Michael was the founding member of Lachlan Partners Pty Ltd which was established in 2004 and merged with Shadforth Financial Group in 2013.
Growth of Lachlan Partners nationally through Michael’s direction and his diverse accounting, management and consulting background qualifies him to provide family business advice on wealth management, governance, succession, dispute resolution, strategic planning and estate planning matters. He also offers end to end Family Business advisory services including structuring, SWOT analysis, Constitutions, Business Plans and management development.