Michael Rees-Evans Cfp® Email & Phone Number

Greater Sydney Area

Sydney

Partner, Wealth Advisory role includes working as a wealth advisor and helping drive William Buck’s continued growth in providing financial project management and advice for individuals and families with complex financial needs, in addition to serving as Responsible Manager for both the AFSL and ACL.William Buck has provided accounting and advisory.

Lane Cove, Sydney

Following a merger between Libertas Wealth Consulting and EFS Wealth in 2016, led the wealth advice team and coordinated client service provision with the other EFS teams of accountants, business advisers and mortgage brokers.EFS has over 60 years of experience in looking after small and medium sized businesses and their families.The wealth team provided.

Sydney, Northern Beaches

Libertas Wealth Consulting provided independent financial advice to clients seeking greater certainty and financial freedom for a fixed fee, free of any product or institutional bias, until merging with and subsequently providing advice through EFS in late 2017.From late 2017 the business only operates for managing its AFSL and supervising the personal.

Sydney, Melbourne And Brisbane

Recruited to the Senior Management team to drive change and improve performance of three Private Client business units comprising Financial Planning, Lifestyle Care (a Power of Attorney service) and Health & Personal Injury, leading a team of 35 across NSW, VIC and QLD managing just over $1bn of client assets. Took on additional responsibility for.

Sydney

Initial short-term advisory engagement to help ACD Financial, now trading as Portum Private Wealth, consolidate and grow following a merger of firms. Led to buying a share of the practice and working as practice manager to implement recommended process and technology changes to help achieve the next stage of organic growth.Also practiced as a Certified.

Sydney, Melbourne

Worked as a manager in the Financial Services Industry group within the consulting division (Finance and Performance Management), focussing on performance improvement and Strategic IT Effectiveness. Important aspects of the role were managing project teams while developing client relationships to obtain buy in to consulting services and overcome staff.

London, Johannesburg

Management consultant with a focus on finance transformation and project management as well as business process re-engineering in general.- Johannesburg office (Jun 97 to Dec 99): finance transformation and shared services.- London office (Apr 96 to Jun 97): finance process benchmarking for best practice and shared services.

London, United Kingdom

Trained as a chartered accountant on a three-year training contract in Audit and Business Advisory Services in the London office. The role included working with client staff at all levels, planning and reviewing audit work and coaching junior team members. Clients were mainly financial services - insurance, investment management, pensions, stockbroking.

London, United Kingdom

Specialist observer and long range reconnaissance patrolling as a reservist

Cta2 Advanced, Taxation

Master Of Business Administration (Mba), Finance And Financial Management Services

Master Of Management, Financial Management

Cfp, Practitioner

Diploma Of Project Management, Project Management

Bsc (Hons), Geography, 2:1

Activities and Societies: Rowing, Rugby, Student Industrial Society, Christian Union, GeogSoc

Gce O', Ao & A' Levels

Activities and Societies: Rowing, Rugby, Christian Union