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Michael Briody

Michael Briody

Authorised representative number: 001264503

Financial Adviser

I undertake a comprehensive profiling process that allows me to understand your financial situation, investment objectives and personal needs. Ongoing communication and review ensures your strategy remains consistent with your changing needs.
Michael has worked in the industry since 1987 and began advising clients in 1996. He has comprehensive experience across a broad range of asset classes and strategies. Michael uses his knowledge to design and execute a strategy tailored to meet your personal financial objectives.

Investment Style

Michael relies upon fundamental research, market knowledge, conventional portfolio strategy and personal experience to assist you in optimising your investment decisions.

Services and Specialties

Investment Advice
Portfolio Administration
Fixed Interest and Cash Management
Wealth Management

Qualifications and Professional Affiliations

Bachelor of Commerce
Diploma of Financial Planning
Accredited Derivatives Adviser Level Two
Certificate in Financial Markets
Margin Lending and Geared Investments
FPC002B Ethics and Professionalism in Financial Advice
SDIA Accreditation Program RG146


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Managed Investments
Margin Lending
Derivatives Level 1
Financial Planning
Derivatives Level 2
I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me by way of salary and percentage of fees.