2018 -2021 Private Wealth Adviser and Head of Technical Services @ Portfolio Planners Pty Ltd
2009 -2018 Financial Adviser @ Financial Planning
Michael Forer Education
Monash University
Bachelor (Commerce)
1993-1995
Securities Institute of Australia
Grad Dip (Financial Planning)
Michael Forer Skills
Leadership
Financial Advisory
Public Speaking
Accounting
Pensions
Retirement Planning
Financial Planning
Wealth Management Services
Portfolio Management
Superannuation
Investments
Investment Advisory
Income Protection
Strategy
Financial Services
Wealth Management
SMSF
Strategic Financial Planning
Investment Strategies
Wealth Accumulation
Microsoft Excel
Customer Service
Wealth
SQL
Retirement
Michael Forer Summary
Michael Forer, based in Melbourne, VIC, AU, is currently a Principal Adviser and Partner at Minchin Moore Private Wealth Advisers. Michael Forer brings experience from previous roles at Wealth Planners Pty Ltd, Portfolio Planners Pty Ltd and Financial Planning. Michael Forer holds a 1993 - 1995 Bachelor in Commerce @ Monash University. With a robust skill set that includes Leadership, Financial Advisory, Public Speaking, Accounting, Pensions and more. Michael Forer has 1 emails on RocketReach.
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