Michael Werry
Financial Planner
Financial advice is primarily about helping people prioritise major decisions and goals, and then developing and managing strategies that maximises the probability of achieving those goals. A financial plan is a living blueprint that needs to encompass a client's full financial picture, be flexible, adaptive and continually monitored to ensure any necessary changes are proactively made.
Investment Style
Good, consistent returns are achieved by having a disciplined long-term strategy that cuts through the day-to-day noise of markets and takes the emotion out of portfolio decisions. Although risk and return can still be managed with a short-term tactical element, it is the long-term strategic investment plan that is the core principle behind investment success.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
