Michael Taylor
Michael was one of the first ten advisers in New Zealand to be granted an AFA License by the Securities Commission 2010. He developed systems and processes that enable a wide range of solutions for Strategic’s clients. Michael brings a unique set of skills from a background in teaching, chaplaincy in the Royal Air Force, and 33 years of advising clients. He is also a Co-Founder of OMNIMax Software Solutions Ltd in New Zealand and OMNIMax India Ltd, which empowers clients with online tools. OMNIMax Software Solutions Ltd supplies advisory tools to banks, wealth management companies, and licensed advisors in New Zealand and globally.
Michael is widely recognised for his unwavering commitment to independence and his insatiable curiosity for innovation. He is resolute in dismissing those who claim to possess the ultimate solution and consistently demonstrates a willingness to challenge the established norms. Michael has long been at the forefront of providing client-focused guidance, well before it became a prevailing standard, establishing himself as one of the most seasoned practitioners in New Zealand.
Biography
With an approach that marries personal attention with deep financial acumen, Michael has redefined client service within the industry. His career is marked by successive leadership roles where his strategies have significantly increased client retention and satisfaction rates.
- Client Relationship Focus
- Goal Driven Wealth Management Solutions
- Client-Centric Advice
- +64274377804
- michael@strategicfp.co.nz
- Level 1, 69 Corsair Drive, Wigram, Christchurch 8042
Michael has a Bachelor of Divinity (Hons) from London University (1985), Teaching Diploma from Bristol University (1970), and a Graduate Diploma in Business Studies (Personal Financial Planning) from Massey University (1993). Michael is a Licensed Financial Adviser: FSP2481.
Financial Services Provider Register FSP2481
