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My 3 keys for self improvement - Education, Reflection, Pride

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Micheal Anderson – Founder of Aurora Wealth & Certified Financial Planner

Professional Experience & Expertise

Micheal Anderson is an experienced financial planner and the principal advisor at Aurora Wealth, a retirement-focused financial advisory firm based in Narre Warren, Victoria. He has nearly two decades of experience in the finance industry, including over 15 years as a licensed financial adviser. Micheal is passionate about helping clients reach their financial goals and translating their aspirations into a secure, fulfilling retirement. Under his leadership, Aurora Wealth takes a personalised, goals-based approach to retirement planning, crafting tailored strategies to help clients achieve their “dream retirement” with confidence.

Qualifications, Credentials & Memberships

 Certified Financial Planner (CFP®): Micheal earned the prestigious CFP® designation in 2018, which is the highest certification for financial advisers and indicates rigorous education, examination, and ethical standards.

  • Advanced Diploma in Financial Planning: He holds an Advanced Diploma of Financial Services (Financial Planning), completed in 2012, building on a foundational Diploma in Financial Services (Financial Planning) attained in 2009. These qualifications underpin his technical knowledge in investments, superannuation, insurance, and retirement planning.
  • Licensed Financial Adviser: Micheal Anderson is a registered financial adviser and a Corporate Authorised Representative (No. 1277479) of Capstone Financial Planning Pty Ltd, which holds an Australian Financial Services Licence (AFSL No. 223135) overseeing Aurora Wealth’s advisory services. This licensing ensures he meets all regulatory requirements to provide financial advice in Australia.
  • Professional Association Membership: He is a member of the Financial Advice Association of Australia (FAAA, formerly the Financial Planning Association of Australia). As an FAAA member and a CFP® professional, Micheal adheres to strict ethical standards and ongoing continuing education, reinforcing his commitment to professionalism and up-to-date advice practices.

 Personal Background

 Outside of work, Micheal is a family-oriented individual and an outdoor enthusiast. He is a happily married father of three children and enjoys spending time camping, coaching youth sports, and staying active in his community. This personal dedication to family and community mirrors his friendly, client-focused philosophy in business. Micheal’s down-to-earth approach helps clients feel comfortable as he guides them through complex financial decisions. By combining professional expertise with genuine care, Micheal Anderson has built a reputation as a trusted financial planner who empowers clients to gain control of their finances and achieve peace of mind in retirement.

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