Michael Doherty

Private Client Adviser · BEc DipFinPlan
Michael specialises in comprehensive financial planning, including investment, retirement, asset transfer, protection, and taxation strategies. He is dedicated to empowering clients to make informed decisions that align with their goals, values, and long-term aspirations.
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With more than 25 years of experience in the financial planning and investment industries, Michael brings extensive knowledge and a commitment to helping clients achieve financial security and peace of mind at every stage of life. He holds a Bachelor of Economics and a Diploma of Financial Planning.

Known for his professional, courteous, and efficient approach, Michael provides trusted advice across generations, offering clarity and confidence in navigating complex financial decisions.

Outside of work, he enjoys a variety of sporting and outdoor activities, as well as cooking, reading, and spending quality time with his family.

Authorised Representative No. 239380