Michael Ashcroft Email & Phone Number

Camden, New South Wales, Australia

I provide financial advice including portfolio and risk management to the clients of Emohruo Financial Services with varying financial needs. I have established a profitable portfolio of financial planning clients that have generated strong upfront and ongoing revenue for the business. I work closely with referral sources such as accountants and solicitors, offering appropriate financial solutions to aid in the retention of clients and refer quality business back to those referral sources, which has strengthened their client relationships and has ensured that their clients’ financial needs are being met.

Camden Nsw

I provide financial advice including portfolio and risk management to the clients of Emohruo Financial Services with varying financial needs. I have established a profitable portfolio of financial planning clients that have generated strong upfront and ongoing revenue for the business. I work closely with referral sources such as accountants and solicitors, offering appropriate financial solutions to aid in the retention of clients and refer quality business back to those referral sources, which has strengthened their client relationships and has ensured that their clients’ financial needs are being met.

Penrith Nsw

I identified and acquired quality retail and commercial business which resulted in Penrith branch, once a start up business in 2005, becoming the 2nd most successful BOQ franchise in NSW.I provided retail / commercial lending and deposit solutions and referred clients to appropriate specialists to ensure that their total financial goals were being met. I built long lasting and trusting relationships with retail and commercial clients which allowed me to achieve a high rate of customer retention even during times of increased competition. I also developed and managed relationships with referral sources.

Parramatta Nsw

I provided financial advice including portfolio and risk management to the highly affluent segment of the banks client base with complex financial needs. I established a profitable portfolio of financial planning clients that generated strong upfront and ongoing revenue for the bank. I worked closely with referral sources such as accountants and solicitors, offering appropriate financial solutions to aid in the retention of high net worth clients and referred quality business back to referral sources, which strengthened their client relationships and ensured that their clients’ financial needs were being met.

Sydney, New South Wales, Australia

I established a profitable portfolio of high net worth clients and strong business relationships while referring clients to appropriate specialists, ensuring a holistic approach to achieving clients’ financial goals.

Sydney, New South Wales, Australia

I identified branch customer needs, approved and submitted loans for approval within delegation, and promoted related retail and insurance products while referring clients to appropriate specialists.

Sydney, New South Wales, Australia

Townsville, Queensland, Australia

Certified Financial Planner, Financial Planning And Services

Master'S Degree, Financial Planning And Services

Graduate Diploma Of Financial Planning, Financial Planning And Services

Specialist Smsf Course, Financial Planning And Services

Diploma Of Financial Services, Financial Planning And Services

Financial Planning And Services

Education record