Michael Lorimer Email & Phone Number
National Relationship Manager @ Heffron SMSF
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Michael Lorimer Location
- Brisbane City, QLD, AU
Michael Lorimer Work
- 2018 -now National Relationship Manager @
- 2024 -now Director @
- 2017 -2023 Managing Director @ Self-managed Independent Superannuation Funds Association (SISFA)
- 2015 -2017 Director, Government and Stakeholder Relations @ Self-managed Independent Superannuation Funds Association (SISFA)
- 1999 -2015 Director and Chair @ Self-managed Independent Superannuation Funds Association (SISFA)
- 2016 -2018 Director, Administration and Technical Services @
- 2016 -2017 Consultant @
- 1992 -2016 Director @
Michael Lorimer Education
- Deakin University
Diploma of Financial Planning (Financial Planning)
2000-2003 - University of Southern Queensland
Bachelor of Business (Professional Accountancy)
1993-1998 - ANZIIF
Associate (Life Insurance)
1989-1990 - Wellington College
"A" Bursary; Senior Certificate
1985-1985 - Palmerston North Boys' High School
School Certificate; University Entrance
1981-1984
Michael Lorimer Skills
- Superannuation
- SMSF
- Wealth Management
- Strategic Financial Planning
- Retirement Planning
- Estate Planning
- Pensions
- Financial Advisory
- Asset Protection
- Financial Services
- Tax
- Trusts
- Income Tax
- Income Protection
- Financial Planners
- Mutual Funds
- Insurance
- Investment Management
- Financial Risk
- Funding
- Wealth
- Wealth Accumulation
- Investment Advisory
- Investment Strategies
- Asset Allocation
- Retirement
- High Net Worth Individuals
- Inheritance Tax Planning
- Investments
- Wealth Management Services
- Asset Management
- Portfolio Management
- Personal Finance
- Financial Planning
- Equities
- Critical Illness
- PowerPoint
- Sales
- Teaching
- Business Analysis
- Self Managed Superannuation Funds Smsf
- SQL
- Management
- Self Managed Superannuation Funds
Michael Lorimer Summary
- Michael Lorimer, based in Brisbane City, QLD, AU, is currently a National Relationship Manager at Heffron. Michael Lorimer brings experience from previous roles at Cybernetic Shield and Self-managed Independent Superannuation Funds Association (SISFA). Michael Lorimer holds a 2000 - 2003 Diploma of Financial Planning in Financial Planning @ Deakin University. With a robust skill set that includes Superannuation, SMSF, Wealth Management, Strategic Financial Planning, Retirement Planning and more. Michael Lorimer has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Heffron SMSF Employees
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