Mike Dowling

Shadforth Financial Group

5.00
1 Review
Silver
26 Yrs Experience
Perth, WA 6000

Recent reviews

Shadforth Financial Group

Level 28, Central Park Tower, 152-158 Saint Georges Terrace
Perth, WA 6000

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

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

Licensed by

Shadforth Financial Group

AFSL 318613

5.00
1 Review
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"We have only had one adviser, Mike, for the past 18+ years for our Super funds and wealth buliding and now retirement. With regular review meetings, we are constantly kept in touch with happenings. For any queries, we have only need to contact him and we will always get a written reply/advice. Very professional."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Ethics and Professionalism in Financial Advice - Bridging Course

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

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
1998

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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