Michael Sik

Michael Sik Email and Phone Number

Director at FinPeak Advisers: We live in a world where your life meets your finances @ FinPeak Advisers
australia
Michael Sik's Location
Sydney, New South Wales, Australia, Australia
Michael Sik's Contact Details

Michael Sik phone numbers

About Michael Sik

How can I help?I'm the founder and principal adviser at FinPeak Advisers. A lot of people think financial advice is all about money but it's about much more than that, it's about your entire life. Money is just fuel for living the life you want and it means different things to different people. My purpose is to find out what this means to you and work on ways to bring this vision to life.ESG investing is something that's close to my heart as I'm a dad of two girls and I often think about the world I'm leaving behind for them. It's not just about the environment which is what a lot of people think when they hear the word 'ethical,' it's about investing in companies that pave the way for gender equality and the data shows that aligning your money with these values does produce better outcomes.We all have wives, sisters, daughters and grandkids so I hope this resonates with you also. Your money will appreciate this way of thinking also, just ask me about it.I have over 17 years of experience in financial services and accounting industry. I've previously held positions in one of the big four accounting firms, a fund manager and a boutique financial advice firm. Having worked in large organisations for many years, I wanted to focus on a collaborative wealth management business. Specialities: Financial advice, ethical investing, superannuation including SMSFs, estate planning, equities and managed funds, property investment, risk management, tax-effective investment strategies, SIV investments.

Michael Sik's Current Company Details
FinPeak Advisers

Finpeak Advisers

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Director at FinPeak Advisers: We live in a world where your life meets your finances
australia
Website:
finpeak.com.au
Employees:
2
Michael Sik Work Experience Details
  • Finpeak Advisers
    Director/Financial Adviser
    Finpeak Advisers May 2014 - Present
    Sydney, Australia
    Wealth adviser to high net worth families and small to medium business owners specialising in:- Wealth management- Ethical investing- Portfolio construction- Super including Self Managed Super Funds (SMSFs)- Insurance advice- Small business risk management solutions- Estate planningMember of the Spark Financial Group advisory council and investment committee.
  • Infocus Advisory (Australia)
    Financial Adviser
    Infocus Advisory (Australia) Feb 2008 - Jan 2013
    Sydney, Australia
    Wealth adviser to high net worth individuals offering holistic advice on investments, insurance, superannuation and retirement solutions.Specialising in wealth accumulation and tax effective investment strategies.
  • Ing Australia
    Relationship Manager
    Ing Australia Feb 2004 - Jan 2008
    Sydney, Australia
    Relationship manager to ING's affiliated planner network namely Millennium 3, RetireInvest, ING Financial Planning.Specialised in product advice for ING's super, retirement and insurance products and working with the national sales and marketing teams.
  • Pricewaterhousecoopers
    Assistant Tax Consultant
    Pricewaterhousecoopers Jan 2000 - Dec 2001
    Sydney, Australia
    Selected to be part of PwC's Trainee program whilst completing an undergraduate degree at UNSW. Worked in the business' Tax & Legal business unit and specialised in working with mid tier corporations.The role involved:- Preparation of corporate tax returns- Research and simple corporate tax advice

Michael Sik Skills

Strategic Financial Planning Estate Planning Wealth Management Superannuation Equities Mortgage Lending Financial Planning Retirement Planning Tax Advisory Investment Properties Mortgage Risk Management Expatriate Management Expatriate Tax Tax Efficiency Retirement Finance Financial Services Asset Management Investments Financial Advisory Investment Strategies Management Portfolio Management

Michael Sik Education Details

Frequently Asked Questions about Michael Sik

What company does Michael Sik work for?

Michael Sik works for Finpeak Advisers

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

Michael Sik's current role is Director at FinPeak Advisers: We live in a world where your life meets your finances.

What is Michael Sik's direct phone number?

Michael Sik's direct phone number is +614044*****

What schools did Michael Sik attend?

Michael Sik attended Kaplan Professional, Kaplan Professional, Tribeca, University Of New South Wales, Newington College.

What are some of Michael Sik's interests?

Michael Sik has interest in Service First Property Group, Luxury Penthouse, Kina Grannis, Concrete Playground Sydney, Rugby, Audi Australia, Liarne Henry, Mortgage Brokers, Opm Sydney, Community.

What skills is Michael Sik known for?

Michael Sik has skills like Strategic Financial Planning, Estate Planning, Wealth Management, Superannuation, Equities, Mortgage Lending, Financial Planning, Retirement Planning, Tax Advisory, Investment Properties, Mortgage, Risk Management.

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