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Michael Sheridan

Michael Sheridan

AdvDipFP
Authorised representative number: 000438317

Financial Planner

I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan.
After 10 years experience in the Banking and Finance sectors, Michael joined Morgans as an Adviser in 2013. He takes a highly personal and holistic approach to understanding his clients' financial situations and needs. Michael specialises in creating wealth building strategies, personal risk protection and has a strong knowledge of estate planning and administration.

Investment Style

Michael adheres to a disciplined investment framework using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.

Services and Specialties

Financial Planning
Superannuation Advice
Retirement and Estate Planning
Stockbroking
Wealth Management
Personal Insurance

Qualifications and Professional Affiliations

Professional Diploma in Stockbroking
Diploma of Finanacial Planning
Diploma in Management
Advanced Diploma of Financial Planning
FPC002B Ethics and Professionalism in Financial Advice

Associations

Member of the Financial Advice Association Australia

Competencies

Financial Planning
Generic
Managed Investments
Securities
Superannuation
Life Insurance
Margin Lending
I am a partner of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary. As a shareholder of Mid Coast Money Management Pty Ltd, I may be entitled to a share of profits. As a Partner of Mid Coast Money Management Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
I am an employee and Partner (shareholder) of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. I am remunerated as your adviser by way of salary and I am eligible to participate in a bonus scheme depending upon performance. As a shareholder I may be entitled to a share of profits.