Presidium Wealth acts as an authorised representative of Integrity Financial Planners and is one of a number of financial planning practices operating under this licence.
Michael Carter, Authorised Rep No 226548 has over 6 years experience in financial planning and accounting. He holds a Bachelor of Commerce, majoring in Financial Planning and Finance as well as a Graduate Diploma in Financial Planning?
What drew me to Financial Planning?
I was drawn to financial planning as I wanted a profession that allowed me to form long standing relationships with people. As an advisor I think the most critical aspect of my job is to connect with my client and get to know about them and their lives. At the end of the day, half of what we do is to partner with clients on their journey to achieve their lifestyle goals and it gives me great pleasure to see clients do just that.