Michael Jones
Financial Adviser
Michael Jones – Financial Adviser
“I have been a sporting coach in the past and have really enjoyed this and see financial planning in a similar way in that I could be someone’s financial coach in order to help them achieve their financial goals and objectives.”
Michael is a financial planner and has been with Invest Blue for approximately 3 years since coming across from the Government sector where he was involved with Budget & Financial services for 5 years as an accountant.
He specialises in holistic financial planning strategies ranging from wealth creation, tax minimisation, debt, superannuation and wealth protection. He works with a diverse range of clients to ensure they can live their best possible life by achieving their financial goals and objectives.
In his spare time, he is likely to be involved in some sort of sporting event or walking his Australian Shepherd dog! He has played cricket since he was eight years old and to this day is still playing for the Clarence District Cricket Club. Michael is an avid Sydney Swans supporter and enjoys just about any other competitive sport.
Qualifications:
- Bachelor of Business (BBus)
- Certified Practising Accountant (CPA)
- Graduate Diploma of Financial Planning (Grad Dip FP)
