Michael Bailey

Point to Point Finance

Gold
15 Yrs Experience
Cleveland, QLD 4163
After working for the Commonwealth Bank for almost 15 years, Point to Point Finance was founded after seeing how the advice industry was evolving, where large institutions were either exiting advice completely and leaving clients stranded without advice, or changing their offering and becoming very transactional. At Point to Point Finance we want to bridge this gap, and provide a personalised ongoing relationship, a relationship which focuses on what is important to you. Our services are designed to benefit you and support your goals – whether that is achieving financial freedom, improving income, saving tax or assisting you apply or maintain your Centrelink entitlements. Feel free to give me a call to see how we can help you plan for your future on 0478 849 720.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • 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 5.00
  • Number of reviews 5
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business (Banking and Finance)
  • Language spoken
    • English

Point to Point Finance

3 Bonaventure Ct
Cleveland, QLD 4163

Opening hours

  • 8:00am – 5:00pm Monday – Friday
  • 9:00am – 1:00pm Saturday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

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

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5.00

"'Michael has been our adviser for a number of years. He is always so prompt and efficient in all his dealings and nothing is ever too much . His knowledge is second to none . We feel very appreciative of Michaels dedication to helping us see our retirement years feeling safe and financially secure. He is a pleasure to deal with ."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Michael has given me advice in tax affective strategies including superannuation and protection strategies for our family. Michael always explains things to me in a clear and precise way . Through Michael's knowledge and experience, I feel very confident that the advice given was extremely helpful to achieving our financial goal."

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

"As my wife and I are previous bank employees we expect extremely high standards which Michael has always provided. Michael does not only answer our questions in a clear and understandable manner, but has always provided various options for us to consider. Michael is prompt, courteous and pleasant to deal with. Our transition into an Allocated Pension was very smooth and Michael always had our best interests at heart. We would highly recommend Michael."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael gave us advice on areas including life insurance products and super funds . Michael was always able to explain everything to us clearly and we feel 100% confident that all the advice given was right for us and Will help us to live comfortably later in life . He was always there to answer any questions we had. We highly recommend Michael to everyone we know."

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

"Michael helped me consolidate my superannuation, and made sure my family were protected financially in case anything was to happen to me. He was extremely professional and made me feel at ease. He listened to what was important to me, and helped fund the best solution which balanced cost and what was important to me. I highly recommend Michael to anyone I speak with."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Financial Hardship
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2010

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2007

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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