Michael Watt

Michael Watt Email and Phone Number

Private Wealth Adviser | Shaw and Partners @ Shaw and Partners
australia
Michael Watt's Location
Greater Melbourne Area, Australia
About Michael Watt

I pride myself on delivering more sophisticated financial and lifestyle outcomes to my clients by acting as their Personal Chief Financial Officer, their central cog looking at the whole picture and driving outcomes:- The person who understands your purpose and drivers.- The facilitator, your institutional ally when it comes to all things money/finance/tax.- The challenger, I will challenge the status quo.- The innovator, proactively bringing new ideas to the table.We maintain a client to adviser ratio of no greater than 50 senior executive, medico, business owner, and busy professional clients. Delivering personalized solutions across investments, superannuation, structuring, tax and holistic strategy advice. Strategies are centred around you. We start with the big picture, and work with you and your family to co-develop a strategy to optimize how we get there. I am always happy to have a conversation with you so please feel free to give me a call on 0426 684 480.

Michael Watt's Current Company Details
Shaw and Partners

Shaw And Partners

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Private Wealth Adviser | Shaw and Partners
australia
Website:
shawandpartners.com.au
Employees:
308
Michael Watt Work Experience Details
  • Shaw And Partners
    Private Wealth Adviser
    Shaw And Partners Dec 2023 - Present
    Melbourne, Victoria, Australia
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  • Macquarie Group
    Private Banker
    Macquarie Group Jul 2020 - Dec 2023
    Melbourne, Victoria, Australia
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  • Macquarie Group
    Wealth Advisor
    Macquarie Group Oct 2017 - Jul 2020
    Melbourne, Australia
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  • Condor Finance Partners
    Financial Advisor
    Condor Finance Partners Oct 2015 - Oct 2017
    Melbourne, Australia
    Condor are a highly regarded financial services business specialising in providing a range of bespoke financial solutions to their clients. My work at Condor is as a fully licensed Financial Adviser. I provide personalised and holistic financial advice strategies for clients at all stages of life. My primary responsibilities include:- Risk and debt management, tax planning and optimization, salary packaging, superannuation and retirement planning, estate planning, asset allocation and investment strategies. - Residential and Self-Managed Superannuation Fund lending.- Educating clients and business partners through the advice process.- Development of business relationships and identification and implementation of joint venture opportunities.
  • Martin Hills Chartered Accountants
    Self Managed Superannuation Fund Auditor / Accountant
    Martin Hills Chartered Accountants Jan 2015 - Oct 2015
    Martin Hills Chartered Accountants are a boutique accounting firm specialising in auditing and compliance of Self Managed Superannuation Funds. My responsibilities included compliance audits, portfolio evaluation and analysis, data entry, and assisting with the preparation of tax returns.

Michael Watt Skills

Microsoft Office Microsoft Excel Customer Service Leadership Microsoft Word Strategic Planning Financial Analysis Social Media Sales Time Management Matlab Communication Superannuation Insurance Financial Planning Finance Investment Advisory Commercial Finance Customer Relationship Management Business Relationship Management Public Speaking

Michael Watt Education Details

Frequently Asked Questions about Michael Watt

What company does Michael Watt work for?

Michael Watt works for Shaw And Partners

What is Michael Watt's role at the current company?

Michael Watt's current role is Private Wealth Adviser | Shaw and Partners.

What schools did Michael Watt attend?

Michael Watt attended Monash University, Monash University, Kaplan Professional, Fasea Standards Authority, Financial Planning Association Of Australia, Skill Solutions, Trinity Grammar School, Kew.

What skills is Michael Watt known for?

Michael Watt has skills like Microsoft Office, Microsoft Excel, Customer Service, Leadership, Microsoft Word, Strategic Planning, Financial Analysis, Social Media, Sales, Time Management, Matlab, Communication.

Who are Michael Watt's colleagues?

Michael Watt's colleagues are Sarah Coulthard, Adam Fahmy, Laurie Elliss, Geoff Lloyd, Brent Becroft, Khush P., Ant Nicholson.

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