Michael Carroll

Infocus Securities Australia Pty Ltd

Gold
28 Yrs Experience
Frankston, VIC 3199

Michael is the owner and principal adviser of Infocus Bayside and provides holistic financial advice to his clients who are mainly located along the Bayside suburbs of Metropolitan Melbourne and the Mornington Peninsula.  

Michael provides advice on strategies, structures and investment across a broad range of areas including superannuation and wealth accumulaton, asset protection, insurance, estate planning, aged care, pre & post retirement planning.  Michael is also an acredited Self Managed Superannuation Fund adviser.

Prior to joining Infocus, Michael worked as a Senior Financial Adviser with Australian Unity Personal Financial Services Ltd from March 2016 until December 2018 and for Perpetual Private as a Senior Adviser from March 2001 to March 2016.  

Michael holds a Batchelor of Business in Economics & Management, and an Advanced Diploma of Financial Planning.  He is an Associate Member of the Financial Planning Association and a Graduate of the Australian Institute of Company Directors.

Michael is a committee member of the South East Melbourne Chapter of the Financial Planning Association.

Michael is a former Board Director of Peninsula Health serving from July 2012 finishing his three year term in June 2015.  Michael is also a former Board Director of the youth mentoring program, Big Brothers Big Sisters and a former mentor to a ‘little’ himself. 

Michael, his partner and son are permanent residents of the Mornington Peninsula.  He has previously been, and currently is involved with a number of local school, sporting & community groups.  

Michael is a former member of the Royal Australian Naval Reserve having joined in 1991 and continues to serve in the Australian Navy Cadets as the Staff Officer Welfare attached to it's National Head Quarters. He currently holds the rank of Lieutenant, ANC.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

We are happy to discuss your needs in an initial obligation free meeting. Our initial Statement of Advice fees will be provided in a Letter of Initial Engagement so that you can choose to proceed or not. Any ongoing fees will be detailed in the Statement of Advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 1996
  • Years of experience 28
  • Highest qualification
    • Bachelor of Business (Economics and Management)
  • Language spoken
    • English

Infocus Securities Australia Pty Ltd

Suite 4, 13-15 Thompson St
Frankston, VIC 3199

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523