A city skyline at night with a boat in the water.
Michael Wood

Michael Wood

Authorised representative number: 000343423

Senior Adviser/ Branch Principal

"Successful wealth creation requires a long-term roadmap, high quality ongoing advice and the consistent application of sound investment principles."
Michael has over 20 years experience as an institutional fund manager spending six years as a managing director and head of Asia Pacific equities for Citigroup and eight years as an equity portfolio manager for JPMorgan. Michael holds degrees in law and economics and is a Chartered Financial Analyst.

Investment Style

Superior investment performance comes from buying well priced companies that exhibit sustainable competitive advantage in quality industries with quality management.

Services and Specialties

Wealth Management
Self-Managed Super Funds
Superannuation Advice
Retirement and Estate Planning
Portfolio Administration

Qualifications and Professional Affiliations

Chartered Financial Analyst
Bachelor of Economics
Bachelor of Laws


CFA Institute Member
Member of the CFA Society of Australia


Managed Investments
Derivatives Level 1
Margin Lending
Financial Planning
I am employed by Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. My employer remunerates me by way of percentage of fees. As a Principal of Managing Wealth Pty Ltd, I may be entitled to a share of profits.