Advanced Diploma of Financial Planning
Certified Financial Planner (CFP)
Building an advice community
Supporting adviser businesses
Mike has more than 30 years’ experience in the financial services industry and worked in management and leadership teams across the industry including ClearView Financial Advice, Executive Director and Responsible Manager for Millennium3 and AXA Australia and more recently Centrepoint Alliance. These roles involved the strategic planning of licensee services and supporting the growth and development of adviser businesses.
As part of the Centrepoint Alliance group, Mike’s role in LaVista Licensee Solutions is to provide comprehensive licensee services and support to the boutique AFSL market.