Michael Di Guglielmo

Michael Roach Financial Solutions

Bronze

10 Yrs Experience

Camberwell, VIC 3124

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Michael has been in the Financial Services industry since 2009. With experience in Banking, Investments, Personal Insurance, Superannuation and Retirement Planning - Michael brings a holistic approach to Financial Advice. He has a Bachelor of Finance, Advanced Diploma of Financial Planning and is ASIC approved to give financial advice. His aim is to help clients on their way to financial freedom through helping them achieve their goals in the best way possible.

Outside of work you can find him exploring the pubs and cafes of Melbourne, trying to enjoy a round of golf, believing that the Carlton Blues will come good next year or spending quality time with his family.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Cashflow & Income
Complex Investments
Socially Responsible
Tax Strategies
Budgeting

Our fees are based on complexity of advice, time taken and value added to the client

5.00 September 2024

Michael was very helpful with everything, he has set me up for my future

5.00 August 2024

Michaels service and attention to detail has been faultless, we would gladly recommend Michael for any financial assistance you may require.

5.00 January 2024

Michael visited my home on a number of occasions following my move into a retirement village. His advice provided me with an income stream while maintaining the capital in secure investments. In a recent visit he provided advice about the management of my liquid assets following a serious loss through scamming. He has been an invaluable consultant through the process of adjusting to retirement and downsizing.