Michael Waterson Email & Phone Number

The purpose of Tailored Wealth Solutions is to create greater clarity, and remove uncertainty from the lives of clients. Most of the time (not always), the big wins are achieved through simple, proven and robust strategies and products. And once the big wins are locked away, we knuckle down to the other related areas that further improve people’s lives. It is understandable that clients view issues as a simple black or white choice, but my experience is that the best results are rarely achieved without delving into at least some of the detail, and uncovering the various decisions that need to be made, difficult or otherwise. And it helps to have someone trustworthy and reliable in your corner when it comes to making these decisions. The value we are looking to create is a far greater feeling of control, coupled with measurable financial benefits. If we don’t believe we can deliver this value, we will politely decline the engagement.

• Principal Adviser

  Tailored Wealth Solutions

  Aug 2011 - Present - Queensland, Australia

  Tailored Wealth Solutions was established in 2011, however I have been a financial adviser in various capacities since 1993. Prior to that I worked in the Money Markets for Westpac for 5 years, around half of which was on their trading floor.

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  Deakin University

  Financial Planning And Services