Advice Coach
Current
May 2023 - Present
AeroLeads people directory · profile
Michael Saunders Email & Phone Number
Advice Coach
at
Direct Wealth
1 work email found
@stgeorge.com.au
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Advice Coach
Location
Paddington, Queensland, Australia
Company size
Who is Michael Saunders? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michael Saunders is listed as Advice Coach at Direct Wealth, a company with 5 employees, based in Paddington, Queensland, Australia. AeroLeads shows a work email signal at stgeorge.com.au and a matched LinkedIn profile for Michael Saunders.
Michael Saunders previously worked as Advice Manager at Stonehouse Group and Technical & Compliance Manager at Nexus Private Wealth Management. Michael Saunders holds Cert Iv In Finance And Mortgage Broking from Kaplan.
Company email context
Email format at Direct Wealth
This section adds company-level context without repeating Michael Saunders's masked contact details.
*@stgeorge.com.au
68% confidence
AeroLeads found 1 current-domain work email signal for Michael Saunders. Compare company email patterns before reaching out.
Profile bio
About Michael Saunders
Specialties: FP Strategy / Technical, Staff Mentoring & Training, Retirement PlanningI specialise in the technical and compliance areas of financial planning.I have worked for over 20 years in the financial services industry, with over 10 years providing advice to clients as a CFP. Previously, I have worked for Centrelink (2 years), prepared tax returns (2 years) and worked as a mortgage broker (5 years) prior to financial planning. So I have experience in many facets of the broader financial services industry.I now enjoy working in the area of continual advice improvement, practice support and mentoring younger professionals in the industry.
Listed skills include Retirement Planning, Financial Services, Superannuation, Strategic Financial Planning, and 46 others.
Current workplace
Michael Saunders's current company
Company context helps verify the profile and gives searchers a useful next step.
Direct Wealth
9 roles · 27 years
Michael Saunders work experience
A career timeline built from the work history available for this profile.
Advice Manager
Managing a small team of paraplanners. Being the 'go to' person for technical advice & compliance matters.
Aug 2020 - Jan 2023
Technical & Compliance Manager
Nexus Private Wealth Management
- Technical Advice Specialist- Practice management- Adviser Support
May 2017 - Aug 2020
Advice Specialist
Apollo Private Wealth Pty Ltd
- Technical Advice Specialist- Paraplanning Support- Practice management- Adviser Support
Mar 2016 - Apr 2017
Technical & Paraplanning Manager
Nexus Private Wealth Management Pty Ltd
- Paraplanning Support- Advice document & template development- Compliance and advice improvement- Investment Research
Jul 2013 - Dec 2015
Technical & Compliance Manager
Iplan Financial Services Australia Pty Ltd
- Quality of Advice- Staff Training- Audit & Compliance- Writing Policies & Procedures- Developing Compliance Solutions- Approved Product List Development
Apr 2012 - Jun 2013
Senior Financial Planner > Senior Paraplanner Paraplanner
I transitioned to the role of Senior Paraplanner as I wanted to move to the technical side of the financial planning industry. I relocated to Brisbane due to the improved availability of work on the technical & compliance side.
Jan 2011 - Apr 2012
Senior Financial Planner
Financial planning for retail clients - with an emphasis on retirement planning strategies.
Sep 2005 - Jan 2011
Senior Financial Planner
Financial planning in the Sydney CBD. The work included retirement planning, gearing and insurance.
1999 - 2003
~4 yrs
Team & coworkers
Colleagues at Direct Wealth
Other employees you can reach at directwealth.com.au. View company contacts for 5 employees →
LH
Levi Hohn
Colleague at Direct Wealth
Australia, Australia
View →
SC
Simon Coombes
Colleague at Direct Wealth
Brisbane, Queensland, Australia, Australia
View →
CC
Caillin Chia
Colleague at Direct Wealth
Brisbane, Queensland, Australia, Australia
View →
SD
Sam Dwight
Colleague at Direct Wealth
Australia, Australia
View →
JB
Joel Borman
Colleague at Direct Wealth
Greater Brisbane Area, Australia
View →
ND
Nick Downey
Colleague at Direct Wealth
Brisbane City, Queensland, Australia, Australia
View →
YP
Yvette Peucker
Colleague at Direct Wealth
Greater Brisbane Area, Australia
View →
JS
Joel Simmonds
Colleague at Direct Wealth
Brisbane, Queensland, Australia, Australia
View →
AM
Alanna Menere
Colleague at Direct Wealth
Greater Brisbane Area, Australia
View →
LF
Lyle Filer
Colleague at Direct Wealth
Cairns, Queensland, Australia, Australia
View →
Levi Hohn
Colleague at Direct Wealth
Australia, Australia
View →
SC
Simon Coombes
Colleague at Direct Wealth
Brisbane, Queensland, Australia, Australia
View →
CC
Caillin Chia
Colleague at Direct Wealth
Brisbane, Queensland, Australia, Australia
View →
SD
Sam Dwight
Colleague at Direct Wealth
Australia, Australia
View →
JB
Joel Borman
Colleague at Direct Wealth
Greater Brisbane Area, Australia
View →
ND
Nick Downey
Colleague at Direct Wealth
Brisbane City, Queensland, Australia, Australia
View →
YP
Yvette Peucker
Colleague at Direct Wealth
Greater Brisbane Area, Australia
View →
JS
Joel Simmonds
Colleague at Direct Wealth
Brisbane, Queensland, Australia, Australia
View →
AM
Alanna Menere
Colleague at Direct Wealth
Greater Brisbane Area, Australia
View →
LF
Lyle Filer
Colleague at Direct Wealth
Cairns, Queensland, Australia, Australia
View →
3 education records
Michael Saunders education
Cert Iv In Finance And Mortgage Broking
Kaplan
Dipfp, Cfp, Financial Planning
Hsc
Ivanhoe Grammar School
FAQ
Frequently asked questions about Michael Saunders
Quick answers generated from the profile data available on this page.
What company does Michael Saunders work for?
Michael Saunders works for Direct Wealth.
What is Michael Saunders's role at Direct Wealth?
Michael Saunders is listed as Advice Coach at Direct Wealth.
What is Michael Saunders's email address?
AeroLeads has found 1 work email signal at @stgeorge.com.au for Michael Saunders at Direct Wealth.
Where is Michael Saunders based?
Michael Saunders is based in Paddington, Queensland, Australia while working with Direct Wealth.
What companies has Michael Saunders worked for?
Michael Saunders has worked for Direct Wealth, Stonehouse Group, Nexus Private Wealth Management, Apollo Private Wealth Pty Ltd, and Nexus Private Wealth Management Pty Ltd.
Who are Michael Saunders's colleagues at Direct Wealth?
Michael Saunders's colleagues at Direct Wealth include Levi Hohn, Simon Coombes, Caillin Chia, Sam Dwight, and Joel Borman.
How can I contact Michael Saunders?
You can use AeroLeads to view verified contact signals for Michael Saunders at Direct Wealth, including work email, phone, and LinkedIn data when available.
What schools did Michael Saunders attend?
Michael Saunders holds Cert Iv In Finance And Mortgage Broking from Kaplan.
What skills is Michael Saunders known for?
Michael Saunders is listed with skills including Retirement Planning, Financial Services, Superannuation, Strategic Financial Planning, Wealth, Financial Advisory, Wealth Accumulation, and Investment Strategies.
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