At FinPeak, everything we do helps you realise your best life. We believe that your values are the driving force behind every decision you make and the foundation for your success.
We help you define your values and vision of success by providing a framework that reveals what’s most important to you, the tools to attaining it, and the guidance to keep you on track.
We just happen to be financial advisers as well.
Our expertise includes investments (eg shares and property), responsible investments (ESG, ethical, impact), superannuation (including SMSFs), retirement planning, insurance and estate planning advice.
Michael Sik
Director and Financial AdvisorMICHAEL SIK
FINANCIAL ADVISER
AFP®, AdvDipFinServ, MAppFin
What is your background?
My career as a financial adviser started in 2008 at a boutique advisory firm, and in 2014, I ventured into starting my own financial advisory business. Having always been in the finance industry, with a previous accounting role at one of the big 4 accounting firms (PwC) and various roles at an international fund manager (ING Australia), it allows me to offer a holistic style and approach of advice to my clients. I am a member of the Financial Planning Association of Australia (FPA), a Certified Adviser with the Responsible Investment Association Australiasia (RIAA), a tax (financial) adviser with the Tax Practitioner’s Board (TPB). I also serve on the Spark FG advisory board and Investment Committee.
What made you want to become a financial adviser and start FinPeak?
Having worked at a large business previously, I felt client experiences would often take a back seat to the goals of the firm. Although it seemed to be tailored advice, it never really was. Most businesses offer a template solution and if that solution didn’t fit, it was onto the next client. With FinPeak I wanted to build something that understands people with different circumstances and their values. That is what we do here. We are given a challenge, we present choices and together we work through to a solution.
Is there a cause that you are passionate about?
The topic of ethical investments is one that has always personally resonated with me. It is something that doesn’t get brought up enough in financial advice, which is why I am also a Certified Adviser with RIAA who is the authority on ethical and sustainable investments in Australia and New Zealand. You can head to our Ethical Investments page to get a better insight into this evergrowing sector.
Anything else we should know about you?
I have three kids, two beautiful girls (#girldad) and the other a four-legged kind. The clan pretty much takes up all my time (and money) so I understand how important it is to ensure that your financial goals are addressed so that you can spend more time with your family.
Let us know how we can help