Michael Boyd

Boyd McDowell Financial Planning

Bronze
19 Yrs Experience
Warrnambool, VIC 3280

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  Centrelink

Ø  Estate Planning

Ø  Farm Succession Planning

Ø  Personal Protection

Ø  Structural Benefits

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • 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 Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Boyd McDowell Financial Planning

Unit 3, 102 Liebig St
Warrnambool, VIC 3280

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323