Michael joined the Rede Advisers team in January 2016. He is the main KiwiSaver adviser and also helps Guy Buchanan with Risk client matters.
Michael’s goal is to pursue a career in financial planning. He is aiming to gain a Graduate Diploma in Business Studies (Personal Financial Planning) by the end of 2019. He then plans to become an AFA (or equivalent) so he can provide financial advice to clients. He will continue his studies to gain a financial planning degree and CFP status.
The first step towards this adviser role was Michael joining the Booster QFE, and therefore being able to provide advice to Booster KiwiSaver members as a QFE nominated representative.
What can Michael do for clients?