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Michael Foster

Michael Foster

BCom
Authorised representative number: 000259336

Private Client Adviser

I consider your needs as a whole and aim to provide comprehensive advice across all areas of financial planning and investments.

Michael has been a licenced adviser with Morgans since 2000. Over this time, Michael has focused in the areas of superannuation and investment advice. He graduated with a Bachelor of Commerce (from Curtin University) in 1996.

Investment Style

Michael draws on his experience to work with his clients to provide solutions to their financial goals. His focus on strong client relationships leads to developing and implementing the appropriate client strategy. His particular areas of interest include financial planning in the areas of superannuation, retirement planning, portfolio management, managed investment advice and securities advice.

Services and Specialties

Stockbroking
Superannuation Advice
Wealth Management
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Self-Managed Super Funds

Industry Experience

Sectors Covered

Michael Foster's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Commerce
Graduate Diploma in Applied Finance and Investment

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Margin Lending
Securities
Superannuation
Financial Planning
Generic
Managed Investments

I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.