Michael Koch Email and Phone Number
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
-
Financial PlannerFortified Financial Planning May 2024 - PresentQueensland, Australia -
OwnerTora V Pre And Lusitano Stud Oct 2020 - PresentBolong, New South Waleshttps://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.
-
Financial Services ConsultantMichael Koch Consultancy Aug 2020 - PresentAustraliaCommenced 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.
-
Paraplanning ManagerBridgewater Partners Sep 2023 - Aug 2024Australiahttps://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!
-
Senior Remediation ConsultantBig 4 Oct 2020 - Oct 2023Sydney, New South Wales, Australia -
Private Client AdviserAmp Advice Limited Nov 2003 - Feb 2020North Wollongong, Nsw, Australia
Michael Koch Education Details
-
Financial Services -
Kaplan AustraliaAdvanced Diploma Of Financial Services (Financial Planning) -
Kaplan AustraliaDiploma Of Financial Services (Financial Planning) -
St Joseph Catholic High SchoolHigh School -
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.
Not the Michael Koch you were looking for?
-
Dr. Michael Koch
Helping Clients To Protect Their Intellectual Property|Australian, New Zealand And European Patent Attorney, On The Register Of Singapore Patent Agents|Over 20 Years Of Experience - Cost Effective - Fast Turn-AroundWarriewood, Nsw -
1perthmint.com.au
-
2optusnet.com.au, gmail.com
1 (303) 7XXXXXXX
-
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial