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Michael Coupe - Adviser Board

Michael joined FIRSTUNITY as a Senior Financial Adviser in April 2011 to provide high quality, conflict-free advice that is always in the best interest of his clients. Prior to joining FIRSTUNITY Michael worked for WHK and then Prescott's Securities, a national stockbroking and advisory firm where he managed the financial affairs of a diverse group of executive, business owner and retired clients.

Michael works with clients as their trusted adviser, developing tailored solutions to help clients achieve their financial and lifestyle goals.  Michael utilises in-depth knowledge of financial planning strategies and robust investment solutions to help clients simplify their financial affairs and allow them to spend less time worrying about money and more time enjoying life.

Michael offers the complete service to help clients achieve what is important to them.  This includes a broad range of wealth management and financial planning advice including estate planning, insurance, investment strategies, portfolio management, retirement planning, superannuation (including SMSF’s) and tax planning.

Michael has attained the Certified Financial Planning (CFP®) accreditation and has been a long standing member of the Financial Planning Association (FPA) and the Self Managed Super Fund Professional's Association of Australia (SPAA®), which is widely regarded as the peak body for professional advisors and the leading association within the Self Managed Super Fund Industry in Australia.

Michael is a Certified Financial Planner (CFP®)  and has been a long standing member of the Financial Planning Association (FPA). Michael has is also a SMSF Specialist Advisor (SSATM) with the Self Managed Super Fund Professional's Association of Australia (SPAA®), which is widely regarded as the peak body for professional advisors and the leading association within the Self Managed Super Fund Industry in Australia.

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