About Us
About Michael
Advanced Diploma (Financial Planning)
After coming from a small business background Mike was offered a role in the Financial Services industry in 2003 with the CBA focusing on small business customers. With roles including Senior Financial Advisor and Regional manager, providing other Financial Advisers with mentoring and guidance. In 2014 Mike decided to start his own Financial Planning Business.Aside from being a financial planner, he loves telling dad jokes, fishing and surfing.
Services
Michael is authorised to provide advice on the following strategies and products
- Savings and wealth creation strategies
- Retirement Income Streams
- Superannuation Planning
- Superannuation products
- Retirement Planning
- Personal and group Insurance
- Business Insurance
- Risk and Insurance Analysis
- Managed Investments
- Estate Planning
- Master Trust Products
- Cash Management Trusts
- Self-Managed Superfunds
- Aged Care