Obelisk TWB Pty Ltd (“Obelisk TWB”) is a boutique financial advice practice that specialises in providing high quality financial advice to individuals, small business owners, busy professionals and retirees. Obelisk TWB and its two financial advisers, Mike Ingham and Sigrid Trajer, are authorised representatives of Godfrey Pembroke Limited.
In conjunction with TWB Chartered Accountants, Obelisk TWB can provide a comprehensive and integrated package of financial advice, tax and accounting services. TWB Chartered Accountants is however a separate business to Obelisk TWB Pty Ltd and is not part of Godfrey Pembroke Limited Obelisk TWB also works closely with a wide range of specialist advisers and brokers including solicitors, accountants, stockbrokers and mortgage brokers to ensure our clients’ needs are satisfied.
LLB, BEc, GDipAppFin, ADFS (FP), SSA
Mike is a Principal Consultant and the Managing Director of Obelisk TWB. Mike has been an authorised representative of Godfrey Pembroke since May 2005. Mike has an Advanced Diploma of Financial Services (FP), a Bachelor of Laws, a Bachelor of Economics and a Graduate Diploma in Applied Finance & Investment.
Mike specialises in advising investors with self-managed super funds and is accredited by the SMSF Association as a Specialist Advisor TM. Mike has over 20 years’ experience advising investors how to make their SMSFs really work for them.
Mike’s clients come from all walks of life and range from those who are just setting out on life’s journey to those nearing retirement or who are already enjoying their retirement years. Mike works with his clients to ensure they maximise their financial opportunities and can make sound financial decisions.
Mike has over 25 years’ experience in financial services including as a senior manager in the funds management industry, with a public trustee company and with corporate regulators Australian Securities & Investments Commission and National Companies & Securities Commission. Mike also worked briefly as a solicitor at a large national law firm.
Mike is married with three children. His other passions are travel, weekend walks and brunch, Essendon Football Club and good wine.
Sigrid is an Associate Adviser at Obelisk TWB. Sigrid has over 12 years’ experience working in the financial services industry across many diverse roles in large financial institutions and boutique advisory firms. Sigrid specialises in providing advice on protecting clients against their key personal financial risks.
Sigrid has a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning) and holds an Associate Membership with the Financial Planning Association of Australia.
Mike Ingham, Sigrid Trajer and Obelisk TWB Pty Ltd (ACN 165 672 506) trading as Obelisk TWB (ABN 41 165 672 506) are Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254, an Australian Financial Services Licensee, Registered office at 105 –153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies.