Michael has been with Evans & Partners for over 5 years where his role is to advise on and manage the investment affairs of high net worth families, individuals and not-for-profits.
Michael fosters deep relationships with his clients. This begins with a thorough understanding of their individual circumstances relevant to growing and protecting their wealth as well as their day to day financial needs. Importantly, Michael gains a full knowledge of where each of his clients sit on the trade-off between risk tolerance and return expectation.
Michael treats his role in his clients’ lives as very much a long term, multi-generational role. His clients include both the retired and the emerging wealthy from a range of professional and business backgrounds.
Michael also works with a number of accountants, financial planners and other financial service providers by delivering complementary services to their own for the benefit of their clients.
Michael has 14 years’ experience in investment markets spanning across both advisory roles and dedicated investment research roles. Prior to joining Evans & Partners, Michael worked at Perpetual as a research analyst focusing on all Asset Classes before specialising in direct equities. Prior to Perpetual, Michael worked at Goldman Sachs JBWere.
Michael is a CFA charterholder and holds a Bachelor of Commerce degree from The University of Sydney.
Michael lives in Sydney with his wife Victoria and his two sons Hamish and Jack.