Financial Planner Profile

Qualifications: Bachelor of Business
Advanced Diploma of Financial Services (Financial Planning)
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Michael has worked in the financial planning industry for over 10 years in which time he has enjoyed providing advice to professionals, young families and retirees to meet their ongoing personal and financial objectives.

Michael builds long lasting relationships with his clients based on trust and presents each financial plan in a simple way that is easy to understand. Michael believes it’s important to take the time to get to know each of his clients personally so he can better understand how to help them get the most out of life.

Michael has widespread experience and knowledge in the areas of:

  • Superannuation (including SMSF);
  • Life and Personal Insurance;
  • Investing;
  • Retirement Planning;
  • Estate Planning & Ongoing Portfolio Management.

Michael’s philosophy is to provide hard working everyday people with a service that is efficient, and advice that is uncomplicated to make people’s financial dreams a reality.

Documents:

  • Financial Services Guide

Financial Planning Services:

  •  Personal Insurance
  • Centrelink/DVA
  • Superannuation
  • Estate planning
  • Budget and cashflow management
  • Self Managed Superannuation Funds
  • Debt management
  • Gearing / Margin lending
  • Investments
  • Business Insurance
  • Retirement planning

Products offered:

  • Life insurance products
  • Retirement savings accounts
  • Superannuation
  • Managed investment funds
  • Deposit products
  • Investment bonds
  • Pensions and annuities
  • Standard margin lending facilities