Narre Warren | Traralgon | Melbourne CBD (03) 8782 3768

Our team

The dynamic and dedicated team of experts at Formation Financial Services are here to help you with all your financial planning needs, from debt management and budgeting right through to succession, retirement and estate planning advice.

Authorised Representative

B.Com (Financial Planning & Accounting), ADFS FP

Michael is the proud owner and Practice Principal of Formation Financial Services. He is an active member of the Financial Planning Association and has over 10 years experience with global investment banks prior to opening Formation in 2009.

Michael’s main passion in life is his work and the satisfaction he receives through providing financial advice to his clients.

Outside of the office, Michael has a passion for sport, including football, cricket, swimming and surfing. Michael is a passionate Melbourne Football Club supporter and a member of the Melbourne Cricket Club.

Paraplanner and Office Manager

ADFP (1-8)

B.Bus and Diploma of Financial Planning student

Ben has a passion for financial planning and is thoroughly enjoying working towards the completion of his studies.  Ben is a respected member of the Formation team.

Ben enjoys playing in his band, all music and reading.  Ben is also a St Kilda football club supporter.

Senior Administrator

B.App.Sci

Kerry has over 8 years experience in the insurance industry working in a variety of areas including Underwriting, Business Development and IT Analyst roles.

Kerry currently manages Formation’s administration, marketing, compliance and finance departments.

Kerry enjoys keeping fit and healthy and is also a Melbourne Cricket Club member.