Michael Egan

Following a successful career at large accounting firms, Michael now has more than 25 years of experience working in financial markets at Merrill Lynch, UBS, and now Ord Minnett. He structures his advice, strategies, and products to meet the specific needs of his clients.

Michael is an economics graduate from The University of Sydney, a qualified Chartered Accountant and financial planner, with financial accreditation to trade in local and international markets and derivatives.

• Bachelor of Economics, The University of Sydney
• Diploma in Export Management, College of International Business
• Diploma of Financial Planning, Financial Planning Association

• Chartered Accountant, Institute of Chartered Accountants in Australia
• Series 7 - General Securities Representative Exam, FINRA
• Accredited Derivatives Adviser Level 1 & 2

• Asset allocation
• Financial advice
• Investment strategies
• Superannuation & SMSF