Authorised Representative No. 299742

Qualifications: Advanced Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Financial Planning), Certified Financial Planner, SMSF Accreditation, Bachelor of Commerce 

Michael Jerard brings over 15 years of experience in the Financial Services Industry, starting his journey in 2006. His extensive background includes roles in Client Services, Para-Planning, and as a Financial Adviser. Michael lives by the mantra, “If you don’t know where you’re going, you’ll probably never get there,” reflecting his commitment to guiding clients in Insurance, Superannuation, Investment, and Retirement planning.

Dedicated to seeing clients achieve their goals, Michael aims to assist in building and protecting wealth, ensuring a comfortable retirement. Like a pilot, he emphasises client choice in destination, with his expertise guiding them to their financial objectives.

With a profound understanding of the Financial Planning process, Michael is ready to help clients comprehend their situations and plan for the future. Beyond finance, he is a passionate songwriter, creating music on the guitar and various instruments. Michael also enjoys travelling with his family, engaging in water sports, and share-trading.