Michael Curnow

Rocket Wealth Management Pty Ltd

Silver
7 Yrs Experience
Payneham, SA 5070
I have a passion to help people with their financial needs and to help put them in a better financial position while helping them achieve financial freedom in the future. Whether it be advice in regards to cash flow and budgeting, debt, investment, superannuation, Centrelink, retirement planning, personal insurance, or reviewing your mortgage I am happy to help. My experience involves working at an established organisation to build my knowledge and expertise in helping people to achieve the most optimum strategy for the above areas. I also push the importance of further study in my area of expertise to differentiate myself and provide the highest quality service to my clients. I am working at Rocket Wealth Management as a financial planner. My goal as an adviser is to identify where clients are now and where they want to be in the future and to put a strategy in place to achieve that in the most optimum way. Feel free to contact me if you would like to talk further about what I can help you with. You can contact me at: michael@rocketwealth.com.au

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
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

When deciding what fee to charge I will always take into consideration your current situation. I would never charge a fee that would put you in a worse spot.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Rocket Wealth Management Pty Ltd

380 Payneham Rd
Payneham, SA 5070

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Cobalt Advisers Pty Ltd

AFSL 512550

4.95
5 Reviews
5
4
3
2
1
5.00
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"Michael gave myself and my husband some excellent solutions for what seemed like an unsolvable issue with our finances. He has opened our eyes to different ways to budget and helped us set up a solid foundation for the future. We can't thank him enough for his professionalism, overall knowledge and setting us on the right track to financial freedom."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has given us advice in areas including shares and investments, superannuation and retirement, budgeting and monitoring, managing debt and dealing with external organisations such as Centerlink. Michael explains things in much detail and in a way we can understand. Michael is always available to us whenever required. Nothing is too much trouble to him regardless of the size or nature of the inquiry. Would highly recommend Michael to anyone who requires financial help."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has given me advice in areas including loan products, self managed super funds and managing debt. Michael was usually able to explain things to me in a clear way. Through Michael's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Michael's full care and attention when I needed it.'"

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

"Michael has given me a brand new look on my whole life. He made me debt free and i am saving money every week. I dont need to worry anymore abiut money or my super. I know i can trust him 100 percent and his service is one of a kind. Highly recommended. Always goes above and beyond."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Michael has handled all of our financial requirements, Centrelink liaising, pension and investment needs. We are very happy with his work and have confidence in his ability which gives us certainty for our financial future."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • 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
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Investment Products 3 (Securities, Managed Investments and Margin Lending)

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

Taxation Fundamentals

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
2012

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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