Who we are
Antipodean Advisory is a privately-owned financial planning business providing people from all walks of life with personal strategic financial advice and tailored wealth management solutions.
We are obsessed with helping people reach their wealth potential.
Antipodean Advisory trading as Antipodean Advisory (AFSL 547263). Michael Clapham is a director of Antipodean Private Pty Ltd Trading as Antipodean Advisory (AFSL 547263) For more information on Antipodean Advsiory refer to their website www.antipodeanadvsiory.com, call 1300 101 250, or email info@antipodeanadvsiory.com.
Our Experience
With over 25 years of experience working within financial services developing, advising on and selling investment products we have taken the core of what we learned through years of investment banking and funds management experience to offer a service that directly assists people and is more fulfilling for us. This is a ‘match made in heaven’ where personal satisfaction grows daily.
Our passion and knowledge for the markets, investing, financial products, maximising returns, minimising tax and investment theories is large and is why we are good at what we do. We are not simply providing a service of product selection, with our knowledge and experience you can rest assure that we are tailoring to your specific needs and wants based on an endless range of opportunities and options we can advise on with conviction.
Our Aim
We are committed to helping Australians understand their options within an often complex financial world, reducing risk and increasing financial certainty so that our clients can gain control of their finances and maximise their wealth creation opportunities.
We do this by developing a financial roadmap that outlines a clear direction towards long term wealth creation and financial prosperity.
What we stand for
Outstanding client service
Quality, personal financial advice
Maximising client wealth
Our Mission
“With over 25 years of experience working within the financial services industry we’re focussed on developing and providing investment solutions and services that deliver ongoing value for our clients.
We are committed to our mission of helping Australians understand their options within an often complex financial world, removing risk and providing financial certainty.”
Wealth Advisor
What lights me up..about my work is knowing that through my knowledge, experience and passion, I can bring about positive results and peace of mind for my clients. I believe my experience gained through over 25 years in financial market is an ideal foundation for the work I do as a financial planner.
Director
Michael Clapham
Michael has worked in financial markets since 1990 in various senior positions within the global retail and investment banking sector across a range of asset classes and financial products as well as balance sheet management, interbank pricing making, risk management, asset and liability management, product development, product sales and structuring investments.
Michael’s experience combined with his investment and product knowledge developed over his 25 years in financial markets brings a unique set of skills to each client’s needs and enables him to effectively manage risk while building tailored financial strategies which create value for his clients, provide lasting returns, ensure financial security and assist clients with understanding their options within an often complex financial world.
Antipodean Private Pty Ltd Trading as Antipodean Advisory AFSL 547263. Michael Clapham is a director of Antipodean Private Pty Ltd Trading as Antipodean Advisory ( AFSL 547263). Financial Advisor Representative number 1000443
Qualifications
Bachelor of Business Studies (Accounting and Finance)
Graduate Diploma of Financial Services (Financial Markets)
Diploma of Financial Services (Financial Planning)
Michael also meets the competency requirements under ASIC’s Regulatory Guide RG 146 and is a Registered Tax Agent (24723528).
Areas of Specialisation
Creating wealth in a tax efficient manner;
Investment advice and portfolio management;
Cash flow management and budgeting;
Superannuation advice (including SMSFs);
SMSF compliance and administration;
Planning for your retirement (including assessing social security eligibility);
Business succession planning;
Small business structuring and establishment;
Wealth protection and personal insurance strategies;
Risk Management;
Equity Markets domestic and international;
Debt markets, Government, Semi Government & Corporate Bonds & Floating Rate Notes; and
Structured and Hybrid investments.
I believe in creating environments that are customer-centred and service focused. A simple generosity of spirit goes a long way and our roles as leaders is to orchestrate the creation of the right culture to enable businesses to thrive.
consultant
Lisa Hobbs
Lisa is an accomplished Executive with over 15 years’ senior leadership success across a range of industries, including financial services, hospitality and beauty industry. Leveraging a background in marketing, communications, people & culture, corporate governance, compliance, product development and life cycle management, Lisa offers a strong results-focus, a flair for solutions, and a proven capacity for delivery.
In her roles to date, working in both corporate and family business environments, Lisa has demonstrated how to build clear, distinct and professional brands for companies in ultra-competitive markets, enabling businesses to scale and grow through strategy, strong operational leadership and the creation of high-performance teams united around a core visions and values.
Lisa is a Member of the Australian Institute of Company Directors (MAICD).
Education
Bachelor of Communications
Diploma of Financial Services
Certificate IV in Workplace Assessment and Training
Diploma of Counselling
Company Directors Course
Areas of specialisation
As consultant, Lisa covers a range of areas including:
Business Setup & Performance
Company & Organisational Structure
Corporate Governance
Advisory Board
Leadership
People & Culture
Marketing & Communications
Business Growth
Product Development and Life Cycle Management
Operational excellence
Employee Assisted Programs
Payroll and Employee entitlements.