My Story and Services

My clients come to me for ongoing investment advice and financial planning. I apply the insight and resources of one of the world’s most respected investment organisations to help my clients build, manage and preserve their wealth over time.
Services Include
  • Financial Planning
  • Superannuation and Retirement Strategies
  • High Net Worth Investing
  • Portfolio Management
  • Philanthropic Management
  • Advice for Not-for-Profit Organisations
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.

You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.

Working With You

As your adviser I take time to understand who you are and what you want to accomplish, both personally and financially. I take a disciplined approach to analysing your unique situation and identifying appropriate investment opportunities designed to help you achieve your financial goals.

At Morgan Stanley Wealth Management, we are dedicated to our clients. Our focus is providing financial advice founded on a culture of excellence, driven by global insight and devoted to helping clients grow and preserve their wealth.

My Clients

I have the pleasure of working with a wide range of clients including both individuals and organisations who are primarily based in Perth and in some cases regional Western Australia.

Experience

Prior to joining Morgan Stanley, I worked for five years at Morgans Financial in Perth and four years at BT Financial Group.

Education

• Bachelor of Arts
• Diploma in Financial Planning
• Advanced Diploma in Financial Planning

Client Service Team

    Marian Johnston - Client Service Manager
    Phone:
    (08) 9288 8632(08) 9288 8632
    Email:Marian.johnston@morganstanley.com

Location

2 The Esplanade
Level 18, Exchange Tower
Perth, WA 6000
AU
Direct:
(08) 9288 8628(08) 9288 8628
Wealth Management
Global Investment Office

Portfolio Insights

Financial Planning

Helping you reach your goals through a flexible strategy designed to grow with you.
  • Cashflow Planning
  • Building and Protecting Wealth
  • Retirement Planning
How to Break the Ice Around Family Finances
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How to Break the Ice Around Family Finances

Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.

Superannuation and Retirement Planning

Working with you to understand your life goals and develop a truly personalised wealth strategy.
  • Superannuation accumulation
  • Retirement income strategies
  • Annuities
Overcoming Your Five Biggest Retirement Challenges
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Overcoming Your Five Biggest Retirement Challenges

Having a plan of action for when you start drawing down your investments is vital – here are some things to consider.

High Net Worth Investing

Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
  • Investment structures
  • Risk management
  • Philanthropy
A New Paradigm for Family Wealth Planning
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A New Paradigm for Family Wealth Planning

Ultra-high-net-worth families are taking steps to steward the family wealth – and harmony.

Portfolio Management

Building portfolios on robust statistical analysis and quality research
  • Asset allocation
  • Investment selection
  • Detailed performance reporting and portfolio review
Golden Rules for Every Investor
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Golden Rules for Every Investor

Even if you’re a seasoned investor, boost your acumen with these key investing concepts.
Ready to start a conversation? Contact Michael Willett today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.

The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.

Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.

Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.