Mike Brussel
BCom DipFP FChFP
Financial Adviser
My vision is to empower my clients by educating and proactively seeking both investment and practical solutions in achieving your lifestyle and financial affairs through a long-term trusting relationship.
Originally from Geelong, Mike is an avid outdoor enthusiast, having sailed the Atlantic Ocean, built log homes in Canada, a ski instructor, surfer and cyclist in his spare time and is now a father of two. Mike has a positive, can do attitude who is happy to take a deep dive into peoples motives, with a passion to help financial dreams become a reality.
Investment Style
Mike strives to find value by being honest and open in providing detailed and transparent breakdown on investment diversification, costs and appropriate asset allocation. Creating reliable investing and retirement options including, where possible, Centrelink options. Mike specialises in tailored a holistic solution, utilising the full suite of available investments and services offered by Morgans.
Services and Specialties
Retirement and Estate Planning
Wealth Management
Portfolio Administration
Qualifications and Professional Affiliations
Diploma of Financial Planning
Ethics and Professionalism in Financial Advice
Certificate IV in Finance & Mortgage Broking
Bachelor of Commerce
Fellow Chartered Financial Practitioner
Associations
Asia Pacific Financial Services Association
Competencies
Financial Planning
Generic
Superannuation
Securities
Life Insurance
Managed Investments
I am employed by Geelong Private Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Geelong. My employer remunerates me by way of salary and percentage of fees.
