Michael Pavani

Jacaranda Financial Planning Pty Ltd

Silver
8 Yrs Experience
Sydney, NSW 2000

Recent reviews

Jacaranda Financial Planning Pty Ltd

Level 15, 60 Margaret St
Sydney, NSW 2000

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting

Licensed by

Perpetual Limited

AFSL 236643

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Michaels knowledge and approach when handling my personal insurance needs were second to none. Taking the time to get to know my situation before providing advice was reassuring knowing I was not only paying for what I needed, but ensuring I was sufficiently covered."

  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Insurance Protection
  • Wills & Estates

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2021

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Financial Advising

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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