AREAS OF EXPERTISE
- Strategic advice
- Client relationships
- Cash flow management
- Insurance strategy
- Certificate IV in Finance and Mortgage Broking
- Bachelor of Business
- Graduate Certificate of Accounting
- Self-Managed Superannuation Funds
- Diploma of Financial Services (Financial Planning)
Mitch joined the McQueen team in 2018 to strengthen/bring further experience to the new Brisbane team.
Mitch brings with him over eight years of financial planning experience centred around family and small business advice.
Mitch enjoys working with families of all shapes and sizes to help optimise their financial situation – from a simple life insurance policy, up to more complex wealth and retirement strategies.
Having run his own business in Brisbane prior to joining McQueen, Mitch understands the challenges of small business owners, and uses that knowledge to improve outcomes and deliver real world results for his clients.
Mitch likes to unwind with a long run or bike ride, and to spend time with his four beautiful daughters.