Michael Morcos Email & Phone Number

Michael has over 20 years experience in the Financial Services industry, with extensive understanding and in depth knowledge of Financial Planning, client centric strategies and technical expertise in complex planning advice areas. Michael has worked extensively as a subject matter expert with one of the largest financial planning businesses in Australia, helping to develop business and operating models delivering end to end transformational projects. Michael brings knowledge and expertise in many areas of risk management, compliance, practice management, change management and stakeholder engagement. Michael has facilitated the implementation of large scale transformational projects across the country to a wide range of advisers, coaching on the benefits of lean thinking, productivity fundamentals, waste analysis and lean six sigma principles. Michael holds a Bachelor’s degree in Electrical Engineering, a Master’s degree in Technology and business management, an Advanced Diploma of Financial Planning and green belt certification in Lean Six Sigma. Michael Morcos is a Director at Wealth Journey, a leading Financial Planning practice.

Listed skills include Wealth Management, Wealth, Retirement Planning, Financial Planning, and 13 others.