Team Nowak

Michael Nowak

Director/Principal
Financial Adviser

Michael is passionate about advising clients on wealth protection and life insurance, developing long-term wealth strategies, and working with clients to achieve a self funded retirement.

Many believe that financial advice is primarily a numbers game, however Michael believes that financial advice is about people. Helping people define and understand their lifestyle goals and financial needs is what Michael finds most satisfying as an adviser.  “Only once you understand a person’s unique situation, motivations and objectives, can you build a financial plan to achieve their goals over the long-term.”

Michael is the owner and Principal Adviser at Nowak Financial Services, advising clients since 2005.  He is highly qualified and has also benefited from the mentorship of his father Joe Nowak, the founder of the business, whom Michael succeeded in 2015.

As an industry leader Michael is a champion for financial advice having served as two-time National President of the Association of Financial Advisers (AFA) now the Financial Advice Association Australia (FAAA). In 2022 Michael was honoured by the AFA and received a Life Membership.

Michael lives in the inner West of Brisbane with his wife and two children. He loves music, surfing and spending time with the family be it holidays or coaching kids sports…  and watching rugby when he gets the chance.

Michael is a Practitioner Member of FAAA and adheres to the FAAA Professional Code.

AR No. 290757

Recognition/Awards

9

AFA Life Membership 2022 (super exclusive)

9

Astute Financial Adviser of the Year 2020

Qualifications –

9

Financial Adviser Standards and Ethics Authority (FASEA) Accreditation

9

Fellow Chartered Financial Planner (FChFP) designation

9

Bachelor of Business (Economics) QUT

9

Advanced Diploma of Financial Planning (Kaplan)

9

Future education goal – Certified Financial Planner

Michael

 

Melissa

Melissa Egan

Practice Manager

Melissa runs the office at Nowak FS as our esteemed Practice Manager. Following a career in retail management, Melissa joined Nowak FS in 2015 and has risen up the ranks to lead the office team since 2018.  Melissa has become a go to for many clients and she leads the Nowak FS culture of exceptional client service. Mel provides supports Michael and enjoys the day to day challenge of managing our office. She thrives on building a rapport with clients and providing exceptional, timely and professional customer service to our valued clients.

Did you know that Melissa is a social butterfly and is always the life of any party!

Deyse

Deyse Ribeiro

Client Services Manager

Deyse joined the Nowak FS team in May 2022, having moved here from Brazil, where she is a qualified lawyer. She is the first point of contact for our clients and manages the front end of the office with extraordinary efficiency. She manages the client support section and her role focussing on the delivery of seamless customer service for our clients.

Mickey

Mickey Poulton

Client Services Officer

Mickey is currently studying to become a financial adviser and has joined us to commence her career in financial advice and support the team. Her primary role is to help clients through the new business process but is always there to assist clients with any queries. Financial advice is a career change for Mickey, who has previously earned a bachelor in Contemporary and Applied Theatre.

Joe

Joe Nowak

Founder of Nowak Financial Services

Founder of Nowak Financial Services having commenced the business in 1970 as an agent with Legal and General. He retired from financial advising in June 2017, after dedicating 47 years’ as a financial adviser and having helped countless clients over those decades. Outside of work Joe has played significant roles within the financial advice profession and the community – as a two-time Past National President of the AFA, President of the Wests Rugby Union Club in Toowong, the Marist Brothers Rosalie Old Boys, and North Kirra SLSC.  He now lives at North Kirra Beach. If you want to track down Joe in the future, try the balcony at North Kirra Surf Club, or watching a game of rugby union at Wests in Toowong.

Coby

Coby

Client Relations Manager

Coby loves to meet and greet visiting clients and make sure they feel welcomed and loved.