Team

Michael Smith
AFP, LRS, FChFP, DFP, GradDipFP
Meet Michael
Michael Smith is the Joint Managing Partner at Halpin Wealth, bringing over 15 years of experience in financial advice. With a deep commitment to delivering tailored, holistic financial planning strategies, Michael works closely with individual and business clients to help them achieve their goals.
Collaborating with accountants, bankers, lawyers, and other trusted professionals, Michael ensures his clients receive well-rounded, strategic advice. His expertise spans a wide range of areas, including retirement planning, estate planning, business succession, and self-managed super funds.
Michael is also actively involved in industry leadership as the Chair of the Halpin Wealth Licensee Investment Committee and a Responsible Manager for Halpin Wealth Partners Pty Ltd. He serves as a member of the Principals’ Community Advisory Council, a collective of self-licensed financial services businesses.
Outside of work, Michael enjoys an active family life with his wife Tanya and their four children. In his free time, you’ll find him riding his road or mountain bike in the Adelaide Hills, embracing his love of fitness and the outdoors.
Feel free to connect to explore how Michael can support your financial goals.
EXPERTISE
- Retirement Planning
- Estate Planning
- Business Succession
- Structural Advice
- Risk Insurance
- Self-Managed Super Funds
- Direct Equities and Managed Investments
- Wealth Creation
QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS
- Graduate Diploma of Financial Planning, Deakin University
- Ethics for Financial Services Intensive, Deakin University
- Advanced Diploma of Financial Services, Financial Planning Australia
- Strategic Leadership Program, Stanford University
- Advanced Strategies for Self-Managed Super Funds
- Licensed Risk Adviser ®
- Financial Adviser Standards and Ethics Authority (FASEA) Accredited
- Member of the Financial Advice Association of Australia (FAAA)