Michael B.
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Michael B. Email & Phone Number

Financial and Investment Adviser at Morgans Financial Limited
Location: Newtown, Victoria, Australia 9 work roles 8 schools
1 work email found @coastlineadvice.com.au LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@coastlineadvice.com.au
LinkedIn Profile matched
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Current company
Morgans Financial Limited
Role
Financial and Investment Adviser
Location
Newtown, Victoria, Australia
Company size
744 employees

Who is Michael B.? Overview

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Quick answer

Michael B. is listed as Financial and Investment Adviser at Morgans Financial Limited, a 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 Senior Financial Adviser/Planner at Coastline Advice and Graduate Student at Amp Horizons. Michael B. studied at Kaplan Professional.

Company email context

Email format at Morgans Financial Limited

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*@coastlineadvice.com.au
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AeroLeads found 1 current-domain work email signal for Michael B.. Compare company email patterns before reaching out.

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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
Morgans Financial Limited
Financial and Investment Adviser
australia
Website
morgans.com.au
Employees
744
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Company profile
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9 roles

Michael B. work experience

A career timeline built from the work history available for this profile.

Senior Financial Adviser/Planner

Coastline Advice

Torquay, Australia

Jul 2013 - Mar 2023

Graduate Student

Amp Horizons

Sydney

May 2013 - Jul 2013

Manager Customer Service

Td

Burnaby, Vancouver, British Columbia, Canada

Aug 2012 - Mar 2013

Financial Advisor

Td

British Columbia, Canada Area

Nov 2010 - Aug 2012

Financial Services

Td

Vancouver, Canada Area

Feb 2008 - Oct 2010

Sales/Project Coordinator Bankwest Australia

Teletech International

Melbourne, Australia

Jul 2004 - Jun 2005

Qualified Carpenter

Brussel Builders

Anglesea And The Surfcoast

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 →

DF Dick Fairley Dick Fairley Colleague at Morgans Financial LimitedGreater Sydney Area, Australia View → CW Campbell Walker Campbell Walker Colleague at Morgans Financial LimitedSouthbank, Victoria, Australia View → LT Lindsay Tang Lindsay Tang Colleague at Morgans Financial LimitedGreater Sydney Area, Australia View → RL Robert Lister Robert Lister Colleague at Morgans Financial LimitedBrisbane City, Queensland, Australia View → AR Aileen Rice Aileen Rice Colleague at Morgans Financial LimitedAustralia View → IJ Iain Jones Iain Jones Colleague at Morgans Financial LimitedGreater Sydney Area, Australia View → WC Will Corkill Will Corkill Colleague at Morgans Financial LimitedGreater Sydney Area, Australia View → GB Gordon Barratt Gordon Barratt Colleague at Morgans Financial LimitedGreater Brisbane Area, Australia View → AW Anthony Walsh Anthony Walsh Colleague at Morgans Financial LimitedQueensland, Australia View → MP Matthew Payne Matthew Payne Colleague at Morgans Financial LimitedNew South Wales, Australia View →
8 education records

Michael B. education

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
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 Financial and Investment Adviser 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 Dick Fairley, Campbell Walker, Lindsay Tang, Robert Lister, and Aileen Rice.

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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