FinPeak Advisers is a financial planning firm that helps you achieve your life goals. We believe that your values are the cornerstone of success, and we work with you to define what’s important to you and create a plan to help you achieve it. In addition to traditional financial planning services, we also focus on ethical investing, which aligns your investments with your personal values. With over 20 years of experience, our team of professionals will guide you every step of the way to realising your best life.
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