Michael Osbourne
Financial Adviser
Michael Osbourne – Financial Adviser
“Working for Invest Blue will see me back in the world of larger Financial Advice businesses. I enjoy working in a team that is well structured and a business that has great processes. This will free up time for Adviser to spend more quality time with building relationships with their clients”
Michael has worked as a Financial Planner since 2005. Working for 2 large banks and 2 smaller advice businesses running the Financial Planning divisions. He has also led a team of 10 Advisers across a large geographical area.
He loves working in the financial planning industry as he believes we can really make a difference in what can happen in our clients’ lives. He has always gone above and beyond in helping his clients. The most rewarding experience is when you can bring a client’s future forward and explain to them that we can help them get on track to be comfortable in retirement. He states the earlier they see us the bigger difference we can make.
In his spare time, Michael can normally be found maintaining his 65-acre property in Lake Macquarie. He also spends a lot of time on the weekend with his wife Clair and daughter Ivy competing at Horse Dressage events around NSW. They have a fur family of 3 horses, 2 dogs, and a cat at home.
Qualifications and Professional Accreditations
- Advanced Diploma of Financial Planning
- Diploma of Leadership and Management (CBA business school)
Studying
- Graduate Diploma in Financial Planning
Areas of Specialty
- Wealth Creation
- Retirement Planning
- Risk advice
- Superannuation advice
