Michael Huynh

Michael Huynh is a Certified Financial Planner® and an accomplished advisor who specialises in helping clients achieve their investment and retirement goals. With a deep passion for helping individuals and families secure their financial futures, Michael brings a wealth of knowledge and experience to the realm of investment and retirement planning.

As a dedicated professional in the field, Michael has spent 23 years perfecting skills in crafting tailored financial strategies that align with clients’ unique goals and aspirations. Leveraging a client-centred approach, Michael is committed to providing clear, actionable advice that empowers clients to make informed decisions about their financial well-being.

One of Michael’s core specialities is investment planning. By working closely with clients to understand their risk tolerance and investment horizon, Michael constructs portfolios that seek to optimise returns while maintaining a strong emphasis on capital preservation.

Retirement planning is another cornerstone of Michael’s speciality. In recognition of the importance of achieving a secure retirement, Michael assists clients in navigation the complexities of retirement savings, income strategies and estate planning, to ensure his clients can confidently approach their golden years with financial confidence and peace of mind.

Michael is a member of the Financial Advisers Association of Australia (FAAA) and holds a Bachelor of Commerce from the University of Western Australia. He has also attained the Certified Practising Accountant (CPA) and Self-Managed Superannuation Fund specialist accreditation.

When Michael is not immersed in the financial landscapes, you’ll find him travelling with his family to discover new horizons or teeing off on the golf course to improve his swing. These pursuits outside of finance emphasise his well-rounded approach to life and resonates with clients looking for a financial advisor who understands the broader context of their aspirations.

Qualifications and Memberships

• Bachelor of Commerce

• Certified Financial Planner

• ASX Accredited Derivatives Level 1

• Finacial Advice Association Australia (FAAA)