Michael has worked in the financial services industry for 16 years. Michael has a real and purposeful focus on ensuring clients maintain personal wellbeing and they fully understand the three stages of wealth management-protection, accumulation and distribution and how this relates to them.
Michael services clients from Warrnambool, Portland, Hamilton and Colac.
Michael’s extensive experience includes advising clients on matters such as:
Ø Superannuation/Self Managed Super Funds
Ø Retirement Planning
Ø Risk Management of portfolios
Ø Wealth Creation
Ø Aged Care
Ø Estate Planning
Ø Farm Succession Planning
Ø Personal Protection
Ø Structural Benefits
We found Michael very helpful with our plans for the future. Michael provided us with a high degree of confidence that our goals would be achieved. Michael's educational background certainly helped us understand how financial planning could help us.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2005
- Years of experience 18
- Bachelor of Commerce
Boyd McDowell Financial PlanningUnit 3, 102 Liebig St
Warrnambool, VIC 3280
Consultum Financial Advisers Pty Ltd