Private Client Adviser
Michael is a Private Client Adviser in the Brisbane office for the Shadforth Financial Group.
Michael's passion and expertise lie in identifying strategic opportunities for his clients to enhance their wealth accumulation, capital preservation and tax/risk minimisation. This includes portfolio management, pre and post retirement planning, entity structuring advice including Self Managed Super Funds, company and trust structures, personal and business risk management. Michael also has a special interest in business succession planning.
Education and experience
Michael holds a degree in Commerce majoring in Finance from the University of Southern Queensland as well as an Advanced Diploma in Financial Planning.
Michael joined Shadforth in 2013 following the merger with Lachlan Partners. Michael had joined Lachlan Partners in 2009 and held the role of Senior Adviser.
Michael was recognised in the Australian's Top 50 Financial Advisers in Australian, in association with Barron's in 2018.
Outside of work
Away from work, Michael is a keen sport enthusiast and plays premier grade cricket. He also enjoys spending time at home with his young family.
Blogs by Michael Dwyer
07 Aug 2014
Conventional financial theory suggests that people are, for the most part, rational wealth maximisers. Quite often however, human psychology and emotion influence our decision-making process resulting in irrational or unpredictable judgements.
16 May 2014
A family member of mine recently underwent a tough battle with an aggressive leukaemia. As many have experienced, the constant hospital stays, doctor visits and general care required by such an illness can turn a family upside down.
15 Nov 2013
Self Managed Super Funds (SMSF) currently comprise about one third of the $1.5 trillion superannuation sector - making it one of the hottest topics in finance at the moment. People are flocking to this sector in droves, often with limited understanding or knowledge regarding what is required to run their own superannuation fund.