Michael Messinesi

Clearpath Financial Advisers Pty Ltd

4.90
9 Reviews
Gold
13 Yrs Experience
Sydney, NSW 2000
Clearpath Financial Advisers secure and enhance the financial wellbeing of our customers through easy to understand, independent, quality advice tailored to each client’s unique financial goals and situation. Having worked in the industry for almost a decade and a half Clearpath Financial Advisers are experienced to help. All advisers have business related degrees, and industry relevant qualifications. We work with you to find solutions that suit your situation, needs and goals. You will be better off financially as a result of meeting with us.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 9
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Clearpath Financial Advisers Pty Ltd

Level 36, Governor Phillip Tower, 1 Farrer Place
Sydney, NSW 2000

Licensed by

Consilium Advice Pty Ltd

AFSL 424974

4.90
9 Reviews
5
4
3
2
1
4.85
Clear communication
5.00
Knowledge & expertise
4.85
Customer care
4.95
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"Michael has given me advice in areas including loan products and managing debt. Michael was able to explains things to me in a very clear way. Through Michael's knowledge and experience, I feel very confident that the advice given was right for my needs. I have received Michael's full care and attention when I required it."

  • Managing Debt
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has given me advice in areas including superannuation funds, insurance needs, cash flow analysis and managing debt through to budgeting. Michael was always able to explain things to me in a clear way. Through Michael's knowledge and experience, I feel very confident that the advice given was right for my needs and the needs for my family. I always received Michael's full care and attention when I needed it most and I feel extremely confident at the age of 36 that we will get through our financial struggles and I can see a positive future ahead into our retirement and that's exactly what we needed, piece of mind that a financial adviser is overlooking our goals and aspirations and looking into our future needs. Michael definitely has our back and we will be forever thankful."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has given me advice in areas including home loans, investments and growing my superannuation. Michael is able to explain things to me in a clear way. Through Michael's knowledge and experience, I feel very confident that the advice given was right for my needs. I receive Michael's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has given me advice in areas including loan products, self managed super funds and managing debt. Michael was usually able to explain things to me in a clear way. Through Michael's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Michael's full care and attention when I needed it He has helped us get 2 investment properties and a large investment fund. He always returns my calls very quickly. 10 out of 10"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael is a very knowledgeable financial planner who has a broad and current understanding of both economics and finances. He is quite hard working and coupled with his expertise, offers clients sound advice."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Michael is very honest , knowledgeable and hard working."

  • Government Assistance
  • Superannuation
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"He is very good at his job and I have recommended my friends to him."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"He was very pleasant to deal with. He listened to what we wanted and explained very clearly. We are very happy with his service."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are very happy with Michael's professional advise. He helped us finding benefits we didn't even know before and communicates with us often to provide ongoing updates. We strongly recommend him as he knows so well on what he does."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning/Advice

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of New England (UNE)
Completed
2007

Diploma of Self Managed Superannuation Funds

Level
5 - Diploma
Institution
Mentor Education
Completed
2015

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Mentor Education
Completed
2009

Professional Memberships

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate

Mortgage and Finance Association of Australia (MFAA)

Membership type
Member

Tax Practitioners Board (TPB)

Membership type
Member
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