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.
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.
Bus (Mktg & Mgmt, ADFP 5-6)
Matthew has been working at Formation Financial Services for 2 years as a Paraplanner. Prior to this Matthew worked in various marketing and public relations roles.
Matthew is now a Financial Adviser with Formation and thoroughly enjoys being part of an exciting team who strive to help their clients everyday.
Outside of work Matthew loves keeping active through tennis, golf, surfing and going to the gym. He also enjoys travelling and experiencing the different cultures of the world.
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.
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.