|Michael New CFP®
|Surveyor Financial Services
|Caldarra Court Level One Suite 14
Engadine, NSW 2233
Post an initial career within Education as a High School Teacher in PD/Health/PE & Commerce including as a Facility Head from 1984-1993 in 1994 I transitioned into Financial Planning via MLC Life within the self-employed licensing. In 1997 moved to an affiliated licensee GWMAS (Garvan Financial Planning) up until 2021.
In 2021 transitioned to Alliance Wealth Pty Ltd otherwise known as Centrepoint Alliance. The area I have significant experience is within Superannuation (Incl SMSF) & Retirement Planning to maximise our client's ability to achieve their lifestyle planning goals. I have experienced a decade a within a Multi PF Practice (GTO Financial Services) from 1996 - 2005 & since 2006 as a single FP Practitioner to the present with an office at Engadine with dedicated staff to provide customised personal financial advice to our clients who generally live in Southern Sydney.