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Providing Holistic Financial Advice to Professionals For Over 45 Years
Clients benefit from working with a single, experienced, and qualified adviser who takes the time to understand their unique financial goals and circumstances. Michael Clayton has been providing holistic financial advice to professionals for over 45 years, with many long-term clients who value his consistent delivery of outcomes. His comprehensive and coordinated approach spans all areas of wealth management, including investments, superannuation, insurance, finance, and estate planning, ensuring efficiency and superior financial results.
Michael's unmatched experience in the Australian Wealth Management industry allows him to guide clients approaching or in retirement with strategies that protect and grow their capital without taking undue risk.
Authorisations
Michael can advise on the following product areas:
- Deposit and Payment Products, including Non-basic Deposit Products
- Government Debentures, Stocks, or Bonds
- Managed Investment Schemes, including IDPS
- Securities
Qualifications
- Bachelor of Science, 1972
- Masters Degree in International Management, 1974