Mikhail P.
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Mikhail P. Email & Phone Number

Financial Adviser at Midsec Pty Ltd
Location: Greater Adelaide Area, Australia 3 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Midsec Pty Ltd
Role
Financial Adviser
Location
Greater Adelaide Area, Australia
Company size
14 employees

Who is Mikhail P.? Overview

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Quick answer

Mikhail P. is listed as Financial Adviser at Midsec Pty Ltd, a with 14 employees, based in Greater Adelaide Area, Australia. AeroLeads shows a matched LinkedIn profile for Mikhail P..

Mikhail P. previously worked as Paraplanner at Midsec Pty Ltd and State Team assitant at Westpac Group. Mikhail P. holds Graduate Diploma In Financial Planning, Financial Planning And Services from Kaplan Professional.

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Email format at Midsec Pty Ltd

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Midsec Pty Ltd

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Profile bio

About Mikhail P.

As a financial advisor I am committed to providing clients with a comprehensive and holistic approach to financial planning. I believe that a successful financial strategy should encompass all aspects of a client's financial life, investments, retirement goals, estate planning, tax strategies and risk management.My primary goal is to simply help clients achieve their financial objectives by developing a personalized financial strategy that is tailored to their unique circumstances and goals. It is always important to take the time to understand any individual needs and priorities to then most effectively apply expertise to create a plan that is designed to help them reach their financial goals.Open and honest communication is essential to building any relationship, and it is important to have regular communication to ensure that any financial plan remains on track. I am committed to staying up-to-date with the latest financial trends and strategies, and continuously educate myself on new developments in the financial industry.Overall, my approach to financial advising is centered around providing anybody with a holistic and personalized experience that is designed to help them achieve their financial goals and secure their financial future.

Current workplace

Mikhail P.'s current company

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Midsec Pty Ltd
Midsec Pty Ltd
Financial Adviser
Website
midsec.com.au
Employees
14
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3 roles

Mikhail P. work experience

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

Financial Adviser

Current
Midsec Pty Ltd

Australia

I am an analytical, detail-oriented Financial Adviser with over 5 years of experience in financial services. I have a particular knack for working with data and numbers, allowing me to analyze complex information to find innovative solutions that are customized to the client and their needs. Importantly, minus the jargon.Short and long term client wealth creation through sound financial planning are my strong suit, and are of personal great importance for me.

Oct 2022 - Present

Paraplanner

Midsec Pty Ltd

Adelaide, Australia

Midsec Pty Ltd is an Adelaide-based and privately-owned financial advice business with a common-sense investment philosophy. The team advises corporations, organisations and individuals about investment, tax effective investing, wealth creation and asset protection solutions. I am responsible for the Strategy and preparation of financial plans, working closely with the Financial Planner to ensure the client receives the best possible plan and future outcomes. Other duties… Show more Midsec Pty Ltd is an Adelaide-based and privately-owned financial advice business with a common-sense investment philosophy. The team advises corporations, organisations and individuals about investment, tax effective investing, wealth creation and asset protection solutions. I am responsible for the Strategy and preparation of financial plans, working closely with the Financial Planner to ensure the client receives the best possible plan and future outcomes. Other duties include:-Portfolio creation including asset selection via managed funds and direct investments.-Managing the firms financial planning software.-Strong knowledge of projections and other forward wealth planning.-Liaising with external parties to gather accurate information. Show less

Jan 2019 - Apr 2023

State Team Assitant

Westpac Group

Adelaide, South Australia, Australia

I worked closely with the executive management of the SA/NT and TAS Commercial banking branches providing:• Executive reporting.• Strong lead generation and management • High level executive summaries.• Management and liaising with stakeholders

Jan 2018 - Jan 2019
Team & coworkers

Colleagues at Midsec Pty Ltd

Other employees you can reach at midsec.com.au. View company contacts for 14 employees →

LH Liam Haren Liam Haren Colleague at Midsec Pty LtdAdelaide, South Australia, Australia View → PM Phil Middleton Phil Middleton Colleague at Midsec Pty LtdGreater Adelaide Area, Australia View → TK Tayla Kerr Tayla Kerr Colleague at Midsec Pty LtdAustralia View → AS Avnesh Sharma Avnesh Sharma Colleague at Midsec Pty LtdAligarh, Uttar Pradesh, India View → MO Michael Orchard Michael Orchard Colleague at Midsec Pty LtdGreater Adelaide Area, Australia View → MW Mark Winders Mark Winders Colleague at Midsec Pty LtdGreater Adelaide Area, Australia View → HT Hang Truong Hang Truong Colleague at Midsec Pty LtdAdelaide, South Australia, Australia View → PK Patsy Karapas Patsy Karapas Colleague at Midsec Pty LtdAdelaide, South Australia, Australia View → OT Oliver Temme Oliver Temme Colleague at Midsec Pty LtdParkside, South Australia, Australia View → KD Kate Dundon Kate Dundon Colleague at Midsec Pty LtdGreater Adelaide Area, Australia View →
2 education records

Mikhail P. education

Graduate Diploma In Financial Planning, Financial Planning And Services

Kaplan Professional

FASEA-approved Graduate Diploma of Financial Planning is an eight-subject higher education qualification set at AQF level 8, which.

Bachelor Of Finance, Banking, Corporate, Finance, And Securities Law, Gpa 6.1

University Of Adelaide

Activities and Societies: Part of the University of Adelaide Finance Society.

FAQ

Frequently asked questions about Mikhail P.

Quick answers generated from the profile data available on this page.

What company does Mikhail P. work for?

Mikhail P. works for Midsec Pty Ltd.

What is Mikhail P.'s role at Midsec Pty Ltd?

Mikhail P. is listed as Financial Adviser at Midsec Pty Ltd.

Where is Mikhail P. based?

Mikhail P. is based in Greater Adelaide Area, Australia while working with Midsec Pty Ltd.

What companies has Mikhail P. worked for?

Mikhail P. has worked for Midsec Pty Ltd and Westpac Group.

Who are Mikhail P.'s colleagues at Midsec Pty Ltd?

Mikhail P.'s colleagues at Midsec Pty Ltd include Liam Haren, Phil Middleton, Tayla Kerr, Avnesh Sharma, and Michael Orchard.

How can I contact Mikhail P.?

You can use AeroLeads to view verified contact signals for Mikhail P. at Midsec Pty Ltd, including work email, phone, and LinkedIn data when available.

What schools did Mikhail P. attend?

Mikhail P. holds Graduate Diploma In Financial Planning, Financial Planning And Services from Kaplan Professional.

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