Michael Koch

Michael Koch Email and Phone Number

Financial Adviser / Financial Services Consultant @ Fortified Financial Planning
Michael Koch's Location
Bolong, New South Wales, Australia, Australia
About Michael Koch

Associate Financial Planner - AFP®Bachelor of Commerce - B.ComAdvanced Diploma of Financial Services (Financial Planning) – Adv.Dip.FS(FP)Direct Equity / Exchange Traded Funds, Margin Lending and Gearing, Self Managed Superannuation Funds accreditation.Member of the Financial Planning Association of Australia (FPA)Member of the Tax Practitioners Board

Michael Koch's Current Company Details
Fortified Financial Planning

Fortified Financial Planning

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Financial Adviser / Financial Services Consultant
Michael Koch Work Experience Details
  • Fortified Financial Planning
    Financial Planner
    Fortified Financial Planning May 2024 - Present
    Queensland, Australia
  • Tora V Pre And Lusitano Stud
    Owner
    Tora V Pre And Lusitano Stud Oct 2020 - Present
    Bolong, New South Wales
    https://www.toravstud.com/The Tora V Pre and Lusitano Stud is a boutique horse stud located on the South Coast of New South Wales, Australia. It was officially established in October 2020, and provides world-class breeding services both nationally and internationally. Our stallions are those containing the highest quality bloodlines, hand-picked with this in mind, as well as being actively promoted at international dressage level to show the high-quality movement and temperament renowned at our stud.Please feel free to click the link above for more information.
  • Michael Koch Consultancy
    Financial Services Consultant
    Michael Koch Consultancy Aug 2020 - Present
    Australia
    Commenced a work from home consultancy role, with the objective of utilising my extensive financial services industry experience to assist other businesses and companies with a variety of duties involved with the day-to-day management and running of their businesses.During this period I have consulted to a Paraplanning business located in Melbourne to undertake the construction of Statement of Advice (SOA) documents for financial planning businesses, which has involved the use of XPlan and modules such as Wealthsolver and Risk Researcher. In addition, I have sought Case Assessor positions to provide industry expertise to businesses undertaking large remediation review projects.
  • Bridgewater Partners
    Paraplanning Manager
    Bridgewater Partners Sep 2023 - Aug 2024
    Australia
    https://bridgewaterpartners.com.au/Bridgwater Partners is a highly skilled Paraplanning and Client Services business, looking to form long-term relationships with advisers to assist them with their advice document generation and daily business services.The Directors and Senior Management are highly experienced in Financial Services, having worked in a wide variety of roles for multiple decades, giving us an incredible depth of knowledge across many aspects of the financial services space.We have a strong and long-term team of paraplanners with a proven track record of producing quality advice documents, with excellent turn-around times, and a clear line of communication with advisers.As a business we are always looking to add clients to our portfolio, so if you are interested please feel free to click on the link above!
  • Big 4
    Senior Remediation Consultant
    Big 4 Oct 2020 - Oct 2023
    Sydney, New South Wales, Australia
  • Amp Advice Limited
    Private Client Adviser
    Amp Advice Limited Nov 2003 - Feb 2020
    North Wollongong, Nsw, Australia

Michael Koch Education Details

  • Kaplan Australia
    Financial Services
  • Kaplan Australia
    Kaplan Australia
    Advanced Diploma Of Financial Services (Financial Planning)
  • Kaplan Australia
    Kaplan Australia
    Diploma Of Financial Services (Financial Planning)
  • St Joseph Catholic High School
    St Joseph Catholic High School
    High School
  • University Of Wollongong
    Electronic Commerce & Business Information Systems

Frequently Asked Questions about Michael Koch

What company does Michael Koch work for?

Michael Koch works for Fortified Financial Planning

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

Michael Koch's current role is Financial Adviser / Financial Services Consultant.

What schools did Michael Koch attend?

Michael Koch attended Kaplan Australia, Kaplan Australia, Kaplan Australia, St Joseph Catholic High School, University Of Wollongong.

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