Team
Michael Smith
Financial Adviser
AFP, LRS, FChFP, DFP, GradDipFP
Meet Michael
Michael is the Joint Managing Partner of Halpin Wealth. Along with the responsibilities of being a Managing Partner he provides holistic financial planning strategies to business and individual clients and enjoys working closely with accountants, bankers, lawyers, and other professionals to ensure that he is well positioned to provide sound advice.
Michael and his wife Tanya have four (very active) children who keep them very busy. In his spare time Michael can be seen in the Adelaide Hills riding his road or mountain bike to keep healthy.
Michael is the chair of the licensee investment committee and a Halpin Wealth Partners Pty Ltd licence Responsible Manager. He is also a member of the Principals’ Community Advisory Council, a leading community of self-licensed financial services businesses.
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
Michael has achieved the following financial planning accreditations:
- Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam;
- Deakin University – Graduate Diploma of Financial Planning;
- Deakin University – Ethics for Financial Services (intensive);
- Advanced Diploma of Financial Services (Financial Planning);
- Stanford University – Strategic Leadership Program;
- Licensed Risk Adviser ®; and
- Self-Managed Super Funds – Advanced Strategies.
Michael is a member of the Financial Advice Association of Australia (FAAA).