About Michael Roach

Michael Roach Financial Solutions was established in 2004 and has been providing professional financial planning advice and solutions to individuals, families and businesses all over Melbourne.

As a client, we understand that financial planning can be both complex and confusing. That’s why we take the time to get to know you, to understand your goals and develop financial planning solutions that best fit your needs. Above all we make the process as simple as possible for you.

Michael Roach, Stuart Jones, Ben Smithwick and Richard Jones are all financial planners and directors of the business. They all share a real passion for helping clients achieve their financial goals. We welcome you to get to know them a bit better and we look forward to catching up with you soon.

OUR TEAM

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MICHAEL ROACH

Director

Financial Planner

Michael Roach has been a financial planner for many years, holding a Diploma of Financial Services (Financial Planning). Throughout this time he’s been helping his clients achieve their financial goals, in particular helping them find and consolidate their lost superannuation. Michael originally comes from Tasmania and played football for Richmond for 13 seasons including being a member of the 1980 premiership side. Michael is married with two sons and lives in Richmond.

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STUART JONES

Director

Financial Planner & Mortgage Broker

Stuart Jones is a Chartered Accountant, holding a Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Finance and Mortgage Broking management. Stuart specialises in corporate superannuation and mortgage broking. He has over 9 years of experience in the public sector providing advice to a vast range of clients from small to medium sized businesses right through to large listed companies and high net worth families

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BEN SMITHWICK

Director

Financial Planner & Mortgage Broker

Ben Smithwick has a Advanced Diploma of Financial Services (Financial Planning) . Ben has been involved in Financial Planning for a number of years. Ben joined Michael Roach Financial Solutions after studying a Bachelor of Business (Entrepreneurship) at RMIT .  Ben is a keen footballer and golfer

 

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RICHARD JONES

Director

Financial Planner & Mortgage Broker

Richard Jones has a Diploma of Financial Services (Financial Planning) . Richard has recently joined Michael Roach Financial Solutions after studying a Bachelor of Business (Accounting) at Swinburne University. Richard is a keen footballer supporter of Geelong Cats.

talk to us about how we can help you

Call us on 1300 80 58 00 or contact us to arrange your free initial consultation.