Mitch Belichovski
BBUS MFIN AFP®
Private Client Adviser
I provide clients with a high level of professional service with respect to their wealth management and investment aspirations, acting in their best interests with diligence and skill to provide financial peace of mind.
Mitch has worked in the Financial Services industry since 2009 and has worked with a range of clients including high net worth family groups, not-for-profits, institutions, and retail clients. Mitch has a broad knowledge of markets, strategies and products that can be personalised to suit your needs.
Investment Style
Mitch is passionate about portfolio management and assisting with your short and long-term goals so that you can achieve the lifestyle you desire and deserve. He understands that regular personal contact and professional oversight is essential in keeping your investments working for you and a successful long-term relationship. Mitch holds a Bachelor of Business and a Master of Finance from RMIT and also a Graduate Diploma in Financial Planning.
Services and Specialties
Retirement and Estate Planning
Stockbroking
Investment Advice
Fixed Interest and Cash Management
Wealth Management
Self-Managed Super Funds
Qualifications and Professional Affiliations
Graduate Diploma in Financial Planning
Bachelor of Business
Master of Finance
Associations
Financial Advice Association of Australia (FAAA)
Competencies
Generic
Superannuation
Financial Planning
Managed Investments
Securities
Margin Lending
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
