Financial Planner
Current
May 2024 - Present
AeroLeads people directory · profile
Michael Koch Email & Phone Number
Financial Planner
at
Fortified Financial Planning
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
Bolong, New South Wales, Australia
Who is Michael Koch? Overview
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Quick answer
Michael Koch is listed as Financial Planner at Fortified Financial Planning, based in Bolong, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Michael Koch.
Michael Koch previously worked as Owner at Tora V Pre And Lusitano Stud and Financial Services Consultant at Michael Koch Consultancy. Michael Koch holds Margin Lending And Gearing, Financial Services from Kaplan Australia.
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Email format at Fortified Financial Planning
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Fortified Financial Planning
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Profile bio
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
Current workplace
Michael Koch's current company
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6 roles
Michael Koch work experience
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Owner
Tora V Pre And Lusitano Stud
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.
Financial Services Consultant
Michael Koch Consultancy
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.
Paraplanning Manager
Bridgewater Partners
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!
Sep 2023 - Aug 2024
Senior Remediation Consultant
Oct 2020 - Oct 2023
Private Client Adviser
Amp Advice Limited
Nov 2003 - Feb 2020
5 education records
Michael Koch education
Margin Lending And Gearing, Financial Services
Advanced Diploma Of Financial Services (Financial Planning)
Kaplan Australia
Diploma Of Financial Services (Financial Planning)
Kaplan Australia
High School
St Joseph Catholic High School
Bachelor Of Commerce - Bcom, Electronic Commerce & Business Information Systems
FAQ
Frequently asked questions about Michael Koch
Quick answers generated from the profile data available on this page.
What company does Michael Koch work for?
Michael Koch works for Fortified Financial Planning.
What is Michael Koch's role at Fortified Financial Planning?
Michael Koch is listed as Financial Planner at Fortified Financial Planning.
Where is Michael Koch based?
Michael Koch is based in Bolong, New South Wales, Australia while working with Fortified Financial Planning.
What companies has Michael Koch worked for?
Michael Koch has worked for Fortified Financial Planning, Tora V Pre And Lusitano Stud, Michael Koch Consultancy, Bridgewater Partners, and Big 4.
How can I contact Michael Koch?
You can use AeroLeads to view verified contact signals for Michael Koch at Fortified Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Michael Koch attend?
Michael Koch holds Margin Lending And Gearing, Financial Services from Kaplan Australia.
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