With almost two decades of experience in financial planning gained in banks and private wealth firms, I have hands-on experience in various areas of advice, including direct equities, superannuation, debt management, personal insurance, and lending structures.
I’m always looking to deepen my knowledge to help our clients across all areas of their financial life, branching out into Aged Care and Estate Planning.
I hold a Master of Financial Planning from Kaplan and am a Certified Financial Planner with the Financial Planning Association of Australia. In addition, I have several industry-specific qualifications, such as margin lending and derivative accreditations with the Australian Stock Exchange. I’m also a Commissioner of Declarations.
Outside work, you’ll see me out and about spending time with my wife Claire and our two busy boys. I love to travel and am a keen martial artist, training regularly with a local karate club.
Mitch has been a client of Alister’s for quite a while now.