Financial And Investment Adviser
Current
Jun 2023 - Present
AeroLeads people directory · profile
Michael B. Email & Phone Number
Helping Investors, pre retirees and retirees alike find pragmatic and personalised advice solutions - backed by Morgan’s superior research.Retirement Planning, Centrelink - Super, Shares, Insurance, Tax, and More.
at
Morgans Financial Limited
1 work email found
@coastlineadvice.com.au
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Helping Investors, pre retirees and retirees alike find pragmatic and personalised advice solutions - backed by Morgan’s superior research.Retirement Planning, Centrelink - Super, Shares, Insurance, Tax, and More.
Location
Newtown, Victoria, Australia
Company size
Who is Michael B.? Overview
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Quick answer
Michael B. is listed as Helping Investors, pre retirees and retirees alike find pragmatic and personalised advice solutions - backed by Morgan’s superior research.Retirement Planning, Centrelink - Super, Shares, Insurance, Tax, and More. at Morgans Financial Limited, a company with 744 employees, based in Newtown, Victoria, Australia. AeroLeads shows a work email signal at coastlineadvice.com.au and a matched LinkedIn profile for Michael B..
Michael B. previously worked as Financial and Investment Adviser at Morgans Financial Limited and Senior Financial Adviser/Planner at Coastline Advice. Michael B. studied at Kaplan Professional.
Company email context
Email format at Morgans Financial Limited
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*@coastlineadvice.com.au
68% confidence
AeroLeads found 1 current-domain work email signal for Michael B.. Compare company email patterns before reaching out.
Profile bio
About Michael B.
Outdoor enthusiast, passionate about helping people understand retirement planning - A Father of 2, my inner drive is learning about clients underlying needs, concerns, and problem areas and determining options with projections, modelling, and behavioural finance driven outcomes.Continually learning, whilst adopting transparent and time tested options for individuals and couples with free cash flow!Steps involved - Assessment, research, and strategy.Brainstorm modelling ideas - including wealth protection, taxation, GENERATIONAL wealth transfer, Centrelink, estate planning, and much more.I enjoy connecting with people, educating where possible, always looking for feedback and keen to adopt ESG investing and world class investment options!If you are looking for transparent, value for money, trust and dedication towards you and your families financial future please touch base.
Listed skills include Banking, Investments, Strategic Financial Planning, Financial Services, and 46 others.
Current workplace
Michael B.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Morgans Financial Limited
9 roles
Michael B. work experience
A career timeline built from the work history available for this profile.
Senior Financial Adviser/Planner
Jul 2013 - Mar 2023
Graduate Student
Amp Horizons
May 2013 - Jul 2013
Manager Customer Service
Aug 2012 - Mar 2013
Financial Advisor
Nov 2010 - Aug 2012
Financial Services
Feb 2008 - Oct 2010
Member Services Representative
Oct 2005 - Jun 2006
Sales/Project Coordinator Bankwest Australia
Jul 2004 - Jun 2005
Qualified Carpenter
Brussel Builders
Jan 1997 - Dec 2004
Team & coworkers
Colleagues at Morgans Financial Limited
Other employees you can reach at morgans.com.au. View company contacts for 744 employees →
WA
William Anderson
Colleague at Morgans Financial Limited
Greater Brisbane Area, Australia
View →
TS
Tim Spencer
Colleague at Morgans Financial Limited
Cardiff, Wales, United Kingdom, United Kingdom
View →
JF
Jake Franklin
Colleague at Morgans Financial Limited
Australia, Australia
View →
TC
Tanya Campbell
Colleague at Morgans Financial Limited
Greater Brisbane Area, Australia
View →
ZL
Zaakir Lombard
Colleague at Morgans Financial Limited
Brisbane, Queensland, Australia, Australia
View →
SP
Stephan Pfister
Colleague at Morgans Financial Limited
Greater Sydney Area, Australia
View →
PH
Philip Hutton
Colleague at Morgans Financial Limited
Tasmania, Australia, Australia
View →
MH
Margot Hickey
Colleague at Morgans Financial Limited
Greater Brisbane Area, Australia
View →
MB
Morgana Bluett
Colleague at Morgans Financial Limited
Greater Brisbane Area, Australia
View →
MD
Mitchell Duffy
Colleague at Morgans Financial Limited
Greater Brisbane Area, Australia
View →
William Anderson
Colleague at Morgans Financial Limited
Greater Brisbane Area, Australia
View →
TS
Tim Spencer
Colleague at Morgans Financial Limited
Cardiff, Wales, United Kingdom, United Kingdom
View →
JF
Jake Franklin
Colleague at Morgans Financial Limited
Australia, Australia
View →
TC
Tanya Campbell
Colleague at Morgans Financial Limited
Greater Brisbane Area, Australia
View →
ZL
Zaakir Lombard
Colleague at Morgans Financial Limited
Brisbane, Queensland, Australia, Australia
View →
SP
Stephan Pfister
Colleague at Morgans Financial Limited
Greater Sydney Area, Australia
View →
PH
Philip Hutton
Colleague at Morgans Financial Limited
Tasmania, Australia, Australia
View →
MH
Margot Hickey
Colleague at Morgans Financial Limited
Greater Brisbane Area, Australia
View →
MB
Morgana Bluett
Colleague at Morgans Financial Limited
Greater Brisbane Area, Australia
View →
MD
Mitchell Duffy
Colleague at Morgans Financial Limited
Greater Brisbane Area, Australia
View →
8 education records
Michael B. education
Education record
Bachelor, Marketing And Finance
Fellow Chartered Financial Practitioner - Fchfp, Financial Planning And Services
Association Of Financial Advisers
Certificate In Carpentry, Carpentry Apprenticeship
Gordon Institute Of Technology
Certificate In Occupational Health And Safety, Occupational Health And Safety
Gordon Institute Of Technology
Diploma In Building Management, Building Management
Gordon Institute Of Techonlogy
Education record
Geelong College
Education record
FAQ
Frequently asked questions about Michael B.
Quick answers generated from the profile data available on this page.
What company does Michael B. work for?
Michael B. works for Morgans Financial Limited.
What is Michael B.'s role at Morgans Financial Limited?
Michael B. is listed as Helping Investors, pre retirees and retirees alike find pragmatic and personalised advice solutions - backed by Morgan’s superior research.Retirement Planning, Centrelink - Super, Shares, Insurance, Tax, and More. at Morgans Financial Limited.
What is Michael B.'s email address?
AeroLeads has found 1 work email signal at @coastlineadvice.com.au for Michael B. at Morgans Financial Limited.
Where is Michael B. based?
Michael B. is based in Newtown, Victoria, Australia while working with Morgans Financial Limited.
What companies has Michael B. worked for?
Michael B. has worked for Morgans Financial Limited, Coastline Advice, Amp Horizons, Td, and North Shore Credit Union.
Who are Michael B.'s colleagues at Morgans Financial Limited?
Michael B.'s colleagues at Morgans Financial Limited include William Anderson, Tim Spencer, Jake Franklin, Tanya Campbell, and Zaakir Lombard.
How can I contact Michael B.?
You can use AeroLeads to view verified contact signals for Michael B. at Morgans Financial Limited, including work email, phone, and LinkedIn data when available.
What schools did Michael B. attend?
Michael B. studied at Kaplan Professional.
What skills is Michael B. known for?
Michael B. is listed with skills including Banking, Investments, Strategic Financial Planning, Financial Services, Finance, Financial Risk, Retail Banking, and Leadership.
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