Michael Degtyar

Scope Advisory

Gold
5 Yrs Experience
West Perth, WA 6005

Recent reviews

Scope Advisory

24 Kings Park Rd
West Perth, WA 6005

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 32
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Our first meeting is a "discovery" session where (both you and I) discover what it is that you are looking to achieve. Our second meeting is where we discuss the advice roadmap in a Terms of Engagement document which outlines the value you are seeking, the roadmap (areas we tackle) and my fees & terms. If you are happy to proceed after the second meeting, you sign the Terms of Engagement and we proceed with working together. If you are not happy, you can discontinue at any stage.

Licensed by

Scope Licensee Services Pty Ltd

AFSL 492134

4.85
32 Reviews
5
4
3
2
1
4.90
Clear communication
4.70
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 32

Sort by

5.00

"Michael has been my financial adviser for several years now and I am always impressed by his patience, professionalism and knowledge. Michael takes the time to ensure that I understand the advice provided and expertly guides me through any decisions that need to be made. Under his guidance, I am confident that my family and I are financially secure both now, and in the future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Michael always has time for me when I have a question and seems genuinely interested in finance and helping me to save money."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I’ve known Michael for at least 2 years now and has shown me figures on how to budget for the long term.With Michael’s experience in financial planning,he was able to guide me in the right direction and give me advice on what I needed to do for my future and independence."

  • Superannuation
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Michael is experienced and professional enough to listen to what the client wants, in con junction with what is best practice and a good fit for them and to talk that through and guide the client on the best path for them, be it for super, debt relief, insurances or building assets. I have always been able to understand the language and concepts that Michael has used, and would thoroughly recommend him to anyone open to seeking a more successful financial outcome in their lives."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael was great at understanding and highlighting the complexities of my individual situation, and researched the best options to provide a great result for me. He is so knowledgeable and things make a lot more sense to me now. He's provided an excellent Super / Life and Income protection insurance solution for my profession, and I look forward to working with Michael on future financial assistance. I can highly recommend Michael to take care of your finance needs."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael is a wealth of knowledge in the areas of insurance and superannuation. He has provided us great advice and help in ensuring we are protected if something was to happen. Michael understands us as people, knows our circumstances well and fought for us when the insurance companies can just see us as a number. Very grateful for Michaels help in obtaining new insurance cover and understanding the complexities of insurance."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We always recieve the best assistance from Michael. He is always willing to help, his knowledge is of a very high standard. He always goes the extra mile to give us the best options available."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Michael has helped grow our super and has set us up on the right path for retirement."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael listens and understands what I asked him to look at and advise on. He brought me clear proposals that met my needs and has exceeded my expectations on all fronts. Happy to recommend Michael."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael helped us in modelling our forecasted cash flows, analysing our superannuation accounts, setting up investment bonds and providing us with scenario analysis. Michael’s advice provided us with clarity over where we were heading financially and mechanisms for reducing our income tax"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 32

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Securities and Managed Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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