Qualifications & Affiliations

• CERTIFIED FINANCIAL PLANNER® professional member of the Financial Advice Association of Australia (FAAA)
• Fellow of the Tax Institute
• Member of SMSF Professionals’ Association of Australia (SPAA)
• Master of Business Administration from Macquarie Graduate School of Management (MGSM)
• Master of Management from MGSM
• BSc (Hons) from University College, London
• ASIC number 247793

Professional Background

Michael Rees-Evans began training as a chartered accountant with Price Waterhouse, London, in 1993 where he spent 3 years in Audit followed by a year in Management Consulting before transferring to the Johannesburg office for 2 years as a management consultant.

In December 1999 he moved to Australia and joined Accenture, where he was a manager in the management consulting practice, before going into partnership in a financial planning practice in late 2002.

In addition to advising clients on a fee for service basis, with a focus on self managed super fund clients, he also applied his consulting skills to running the small business for 6 years.

In late 2008 Michael sold his share of the practice to become General Manager at The Trust Company where he lead the Private Clients team for nearly 4 years, until leaving to start Libertas Wealth Consulting in mid-2012 with its own Australian Financial Services License, where he advised and led until February 2022.

In March 2022 Michael accepted the opportunity to become Partner with William Buck, a top-10 national accounting firm focused on the mid-market and helped lead the 30-strong Sydney wealth advisory team.

After three years he decided to focus back on advising a small number of clients and providing high-touch, personal advice within a small financial advice firm.

Michael specialises in providing independent personal advice to employees, self-managed super fund trustees, small business owners and retirees, aiming to maximize the probability of clients achieving their personal goals and objectives.