Michael Purvis

Michael Purvis

Financial Planner Relationship

Followers of Michael Purvis1000 followers
location of Michael PurvisHong Kong, Hong Kong SAR

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  • Timeline

  • About me

    Partner

  • Education

    • Kaplan Professional

      -
      Graduate Certificate Financial Planning and Services
    • Kaplan Professional

      -
      Graduate Diploma of Financial Planning Financial Planning and Services
  • Experience

    • ANZ Business Bank

      May 2004 - Jun 2008
      Financial Planner Relationship

      Provide Holistic Financial Planning and Superannuation Advice to small to medium business clients.

    • Core Advisor Group

      Jun 2008 - Feb 2025

      Own and manage a boutique Financial Planning firm in Brisbane, where I specialise in Wealth Protection and Corporate Superannuation. Manage two Wealth Protection businesses as well as key Corporate Superannuation accounts. Also provide advice to retail Superannuation clients and SME business insurance solutions.

      • Director

        Oct 2010 - Feb 2025
      • Senior Financial Advisor

        Jun 2008 - Feb 2025
    • Core Wealth Advisors Pty Ltd

      Oct 2010 - Feb 2025
      • Financial Services Consultant

        Jan 2025 - Feb 2025
      • Director

        Oct 2010 - Feb 2025
    • St. James's Place – Asia & Middle East

      Feb 2025 - now
      Wealth Advisor
    • Eight Wealth International

      Feb 2025 - now
      Wealth Advisor
  • Licenses & Certifications

    • Accredited Behavioral Finance Professional℠ (ABFP®)

      Kaplan Professional (Australia)
      Apr 2025
      View certificate certificate
    • Chartered Retirement Planning Counselor℠ (CRPC®)

      Kaplan Professional (Australia)
      Apr 2025
      View certificate certificate