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Michael Werry

Michael Werry

BEcon DipFP
Authorised representative number: 001000221

Financial Planner

I have been providing financial advice to clients for over 15 years and firmly believe that integrity, frankness and honesty are core principles behind successful long-term client relationships.
Financial advice is primarily about helping people prioritise major decisions and goals, and then developing and managing strategies that maximises the probability of achieving those goals. A financial plan is a living blueprint that needs to encompass a client's full financial picture, be flexible, adaptive and continually monitored to ensure any necessary changes are proactively made.

Investment Style

Good, consistent returns are achieved by having a disciplined long-term strategy that cuts through the day-to-day noise of markets and takes the emotion out of portfolio decisions. Although risk and return can still be managed with a short-term tactical element, it is the long-term strategic investment plan that is the core principle behind investment success.

Services and Specialties

Personal Insurance
Retirement and Estate Planning
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Fixed Interest and Cash Management
Financial Planning

Qualifications and Professional Affiliations

Bachelor of Economics
Diploma of Financial Planning


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Margin Lending
Financial Planning
Managed Investments
Life Insurance
I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.