Michael Briody
Financial Adviser
I undertake a comprehensive profiling process that allows me to understand your financial situation, investment objectives and personal needs. Ongoing communication and review ensures your strategy remains consistent with your changing needs.
Michael has worked in the industry since 1987 and began advising clients in 1996. He has comprehensive experience across a broad range of asset classes and strategies. Michael uses his knowledge to design and execute a strategy tailored to meet your personal financial objectives.
Investment Style
Michael relies upon fundamental research, market knowledge, conventional portfolio strategy and personal experience to assist you in optimising your investment decisions.
Services and Specialties
Portfolio Administration
Fixed Interest and Cash Management
Stockbroking
Wealth Management
Options
Investment Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
FPC002B Ethics and Professionalism in Financial Advice
Bachelor of Commerce
Certificate in Financial Markets
Margin Lending and Geared Investments
SDIA Accreditation Program RG146
Accredited Derivatives Adviser Level Two
Associations
No items found.
Competencies
Derivatives Level 2
Generic
Securities
Managed Investments
Superannuation
Financial Planning
Derivatives Level 1
Margin Lending
I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me by way of salary and percentage of fees.
