My objective is to interpret complex legislative and investment market issues and present them in a way that is easily understood. I enjoy working with people that value my advice as these are the most beneficial and satisfying relationships.
Michael Lavery is a Director and co-leads the firm’s Financial Services Division. Michael joined McLean Delmo Financial Services in 2005. 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 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.
Michael is a Representative (RN: 001001072) of McLean Delmo Bentleys Financial Services (ABN 39 073 019 815, AFSL 000245558).