Who we are
Our promise is to provide a professional and personal service to each and every client. From the creation of your tailored advice to the execution and the ongoing review of your situation. Our aim is to cultivate a trusted long-term relationship based on our common goal – your financial success.
CFP®, CA, B.Com
Michael commenced his career in 1999 as an accountant working across a variety of areas including Taxation, Business Services and Accounting for a range of clients. Michael co-found Certe Private Client in 2008. Bringing together his vast knowledge of taxation, compliance and business practice. Michael specialises in wealth creation (including superannuation and investment), asset management and protection. Michael is a CERTIFIED FINANCIAL PLANNER® and a Chartered Accountant. He holds a Bachelor of Commerce (Finance and Accounting) from Macquarie University.
ADFS (FP), B.Accg
Amanda entered the financial services industry in 2005 and has since worked under some of the largest Licensee Groups in Australia including Securitor, NAB Financial Planning and AXA Financial Planning (now AMP Financial Planning). Amanda joined Certe Group in July 2010. In her role, Amanda provides high level support to the principal advisers in the area of technical and strategic advice. Amanda also acts as the Compliance Officer for the Group. Amanda holds an Advanced Diploma of Financial Planning and a Bachelor of Accounting.
Certe Group commences business as National Risk Services
Michael commences chartered accounting career at Ernst & Young
Amanda enters professional life with NAB
Michael joins Certe Group to start financial advisory practice
Certe Private Client incorporated
Michael attains CERTIFIED FINANCIAL PLANNER Designation from Financial Planning Association
Certe Private Client remains a highly respected and successful business