BRG financial advisor - Michael

MICHAEL ROBERTS

Director and Responsible Officer

vCard
Phone: (02) 4220 1600
Fax: (02) 4226 3530
Email: enquiries@baileyroberts.com.au
Website: www.baileyroberts.com.au

MICHAEL ROBERTS

Director and Responsible Officer

vCard
Phone: (02) 4220 1600
Fax: (02) 4226 3530
Email: enquiries@baileyroberts.com.au
Website: www.baileyroberts.com.au

Michael is a Director and Responsible Officer of Bailey Roberts Group. Michael brings to the Group twenty-nine years of experience in Financial Services and qualifications in Financial Planning, Business Management and Tax Law.

Since 1984, Michael has owned and operated financial advisory businesses. In 2000, he co-founded the Bailey Roberts Group with Ian Bailey. The merger of their businesses created the economies of scale needed to resource their vision of creating a system of managing individual portfolios, known as Monitored Investor-Directed Asset Service (MIDAS).

As well, Michael is the Managing Director of financial advisory firm, Bailey Roberts Financial, which specialises in managing the wealth of international and expatriate families through its offices in Sydney, Hong Kong and Zurich.

Michael holds licenses to provide securities advice and asset management services in Australia and Hong Kong.

Michael is a member of the Financial Planning Association of Australia, the Taxation Institute of Australia and the Hong Kong Securities Institute.

Qualifications:

  • CFP® – Certified Financial Planner – Financial Planning Association
  • Tax (financial) Adviser – Tax Practitioners Board
Book an appointment with Michael
Your first appointment is cost and obligation free
Book an appointment with Michael
Your first appointment is cost and obligation free