M Financial Planning is a boutique financial planning firm based in Sydney and Wollongong, Australia. Led by principal adviser Michael Morrison, the firm prides itself on offering unbiased, independent, and impartial financial advice to help clients achieve their financial goals. With a focus on putting clients’ interests first, M Financial Planning is dedicated to building long-lasting relationships based on transparency and understanding of each individual’s needs.
Established in 2010, M Financial Planning was founded by Michael Morrison after working as a Senior Financial Adviser for a national financial planning practice. With over 19 years of experience in the field and a strong educational background, including a Bachelors Degree in Business and a Masters Degree in Accounting, Michael is a Chartered Accountant, Certified Financial Planner, and Registered Tax Agent. The firm’s philosophy revolves around providing long-term value to clients by helping them solve financial issues and achieve their desired outcomes.
At M Financial Planning, the team is committed to offering secure and reliable financial advice to give clients peace of mind and prepare them for a secure financial future. The firm operates independently with its own Australian Financial Services License, ensuring that clients receive personalized and tailored financial solutions that align with their unique circumstances and aspirations.