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Michael van Loenen

Michael van Loenen

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Principal & Investment Adviser - BComm Fin.
Adv. Dip FS (FP), FPA
Michael is the owner and Investment Adviser of Valley Mayfair Wealth Management. His main duties are ensuring clients get the best advice and that their strategies remain relevant to their needs. 

On a day to day basis, Michael is meeting with clients, monitoring client portfolios or conducting investment related research. Michael is responsible for the Asset Allocation decisions of all portfolios and assists in the research of the underlying investments. 

Outside of work, Michael enjoys spending time with his wife, Bethany and two children, Theo and recent addition Sylvie. He is an avid cyclist riding around 200kms per week and is a huge Arsenal fan.
Areas he specialises in:
  • Investment advice
  • Retirement planning
  • Budgeting and goal setting
  • Superannuation advice
  • Risk management
Qualifications and Memberships:
  • Bachelor of Commerce majoring in Finance
  • Advanced Diploma of Financial Services
  • Capstone Authorised Representative
  • Xero Certified Adviser
  • ASX Accredited Listed Products Adviser
  • Self Managed Superannuation Funds
  • Financial Planning Association
  • Tax Financial Adviser
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