Michael Jurleka
BBus(Fin) GDipAppFinInv
Co-Branch Manager & Private Client Adviser
"My model is built on a strong belief and compelling evidence that the best outcome for clients is to combine the best aspects of financial planning and direct investing."
Michael has a Bachelor of Business in Finance with over 30 years experience investing in equity markets as a private investor. He has been a Private Client Adviser and Portfolio Manager since 1997.
Investment Style
Michael focuses on long term wealth creation and portfolio management tailored to each client's particular circumstances, financial goals and objectives. Michael develops robust, disciplined but flexible investment strategies that consider appropriate tax structures, tax considerations, Superannuation (providing direct equity advice to Self Managed Superannuation Funds), Retirement Planning and Estate Planning that are designed to fit in with the overall financial plan developed by our team of Financial Planners.
Services and Specialties
Superannuation Advice
Wealth Management
Portfolio Administration
Retirement and Estate Planning
Self-Managed Super Funds
Financial Planning
Qualifications and Professional Affiliations
Graduate Diploma in Applied Finance and Investment
Bachelor of Business (Finance)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
Life Insurance
Superannuation
Financial Planning
Securities
Derivatives Level 1
Derivatives Level 2
Margin Lending
Managed Investments
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. As a Director of RBSM Perth Pty Ltd, I will be entitled to a share of profits.
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 Co-Branch Manager, Director and shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.
