Michael Foster
BCom
Private Client Adviser
I consider your needs as a whole and aim to provide comprehensive advice across all areas of financial planning and investments.
Michael has been a licenced adviser with Morgans since 2000. Over this time, Michael has focused in the areas of superannuation and investment advice. He graduated with a Bachelor of Commerce (from Curtin University) in 1996.
Investment Style
Michael draws on his experience to work with his clients to provide solutions to their financial goals. His focus on strong client relationships leads to developing and implementing the appropriate client strategy. His particular areas of interest include financial planning in the areas of superannuation, retirement planning, portfolio management, managed investment advice and securities advice.
Services and Specialties
Fixed Interest and Cash Management
Stockbroking
Self-Managed Super Funds
Superannuation Advice
Margin Lending and Gearing Strategies
Wealth Management
Qualifications and Professional Affiliations
Bachelor of Commerce
Graduate Diploma in Applied Finance and Investment
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
Managed Investments
Superannuation
Generic
Margin Lending
Financial Planning
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.
