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Contact Advisor
  • Level 3, 302 Burwood Road Hawthorn VIC 3122

Michael Lavery / Director, Financial Planning

Email
mlavery@mcdb.com.au
Phone
03 9018 4666
Fax
03 9018 4799
Office
McLean Delmo Bentleys Melbourne
Michael is the Financial Planning Manager at McLean Delmo Financial Services.Michael joined the financial services industry in 1996 commencing work with a small independently owned financial services firm that specialised in the outsourcing of financial services to the accounting profession.  
 
In 2000 he took up a position with Deutsche Bank in their financial planning division. In this role he was responsible for providing high level technical advice to wealthy individuals and their families as well as wide ranging investment advice.
 
In 2005 Michael joined McLean Delmo Financial Services. While employed predominantly in an advising role Michael was responsible for transforming the business into a transparent fee for service business that looks after the needs of a diverse range of accounting and private clients. He has been instrumental in fostering greater working relationships between the accounting and financial services divisions of the firm.
 
Michael likes cycling especially mountain biking and enjoys it most when he can do it at his favoured location on the coast.  

Services
  • Financial Planning
  • Superannuation advice
  • Retirement planning
  • Direct equity advice
  • Managed investments
  • Centrelink advice
Industries
  • Financial services
  • Professional services
 
Professional memberships
  • Certified Financial Planner - Financial Planning Association

Professional Memberships

  • Member of the Financial Planning Association

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