
Michael Kostos
Investment AdviserMichael joined Evans & Partners in 2022 as an Investment Adviser, having most recently held roles within private wealth management at both boutique and large wealth management firms. Michael works closely with clients to understand their needs and objectives and is meticulous in his approach to consulting multi-asset class portfolios that are designed to create and preserve wealth for clients through differing economic and market cycles. Michael also uses his experience in financial planning to think holistically about clients’ wealth, namely structures, estate planning and risk management. Michael is a Certified Financial Planner (CFP®). He also holds a Bachelor of Business (Banking & Finance) from Monash University, a Diploma of Financial Planning, and has completed the Self-Managed Superannuation Fund and Tier 1 Margin Lending – Personal Advice subjects through Kaplan Professional. Michael is a registered Investment Adviser and has met all national requirement set by the Financial Adviser Standards & Ethics Authority (FASEA).