Michael Donovan

Senior Private Wealth Adviser

Background

With over three decades of experience as a Financial Adviser, Michael is dedicated to ensuring clients are structured effectively to meet all their future financial goals and objectives.

Drawing upon extensive market knowledge and a strong commitment to client success, he works closely with individuals and families to develop comprehensive financial plans. Michael focuses on establishing robust frameworks that provide a clear pathway to achieving long-term aspirations, offering tailored guidance and strategic advice to navigate the complexities of wealth management and financial planning.

Michael’s experience allows him to provide valuable insights and build lasting relationships based on trust and a deep understanding of his clients’ unique needs.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Diploma of Financial Advising, Kaplan Professional

Certifications

Areas of Advice

  • Financial advice
  • Investment strategies
  • Redundancy / early retirement
  • Retirement planning
  • Superannuation & SMSF

Office

Sydney
Grosvenor Place Level 18, 225 George St Sydney NSW 2000
(02) 8216 6300
sydney@ords.com.au

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