Specialises in:

  • Wealth Management & Creation 
  • Strategic Asset allocation


Qualifications:

  • Bachelor of Business (Banking & Finance)
  • Diploma of Financial Planning  
  • ASX Accredited Advisor 
  • Financial Planner AFP Member
  • Certificate IV and Diploma of Mortgage Broking
  • Accredited Mortgage Consultant (MFAA)


Michael Ibbotson    

Director / Financial Adviser

Michael is a professional investor and investment manager. He has extensive knowledge across all asset classes, having commenced his career at Austock Broking in 1999. He is a qualified financial planner with a degree in Bachelor of Business Financial Planning and is an Associate (AFP) member of the Financial Planning Association. He has deep knowledge of the funds management industry. 

Over the last 18 years Michael has amassed a deep understanding of investor needs, providing advice to hundreds of individuals, families and small to medium business owners. As a portfolio manager Michael considers himself a strategic asset allocator using a blend of approaches developed over 20 years of investing to assist investors to meet their goals and objectives. He has been investing in direct, indirect, listed and unlisted property since 2001.

His clients appreciate his honest direct approach. He strives to optimise client outcomes providing unparalleled relationship and communication support.