Michael Fox

Main Street Financial Solutions Pty Ltd

Silver
4 Yrs Experience
Hobart, TAS 7000
Michael is currently employed as a Private Client Adviser at Main Street Financial Solutions, a boutique fee for service financial advisory practice in Hobart. Michael is highly qualified, motivated and focused on delivering best practice outcomes for clients. Michael is well qualified having completed a Master of Financial Planning degree, Bachelor of Business, Self-Managed Super Fund course and is a Certified Financial Planner and Life Risk Specialist. Michael is a member of a number of industry bodies such as the Financial Planning Association of Australia and is also a registered Tax (Financial) Adviser. Michael also satisfied the FASEA Exam requirements in the first exam available Australia wide. Michael enjoys utilising his skill set to assist others both through his role at Main Street as well as his involvement with various community service organisations and charities. Outside the office Michael has been a Director on the board of a not for profit community organisation for approximately 3 years. In this role he was responsible for bringing knowledge in finance and strategic planning. Michael has also been involved in a number of charities’ sub committees such as IMPACT 100 Tasmania and the Make a Wish Foundation. Michael specialises in providing strategic advice to a broad range of clients including private clients, business owners, self-managed super funds and not for profit organisations.  Michael has an active interest in how innovation and technology can be applied to enhance the outcomes for clients. Michael has co-written an E-Book ‘Super Strategies’ with Charles Badenach and Rebecca Fergusson, which is available to download from Main Street's website.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Main Street Financial Solutions Pty Ltd

Level 2, 144 Collins Street
Hobart, TAS 7000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Integrity Financial Planners Pty. Ltd.

AFSL 225051

5.00
8 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Michael has given me advice on the investment options that are available and helped me devise a plan for my future. I have little knowledge of investing but he explained everything very clearly and was extremely patient and understanding! I will continue to get advice from him and 100% recommend his services!"

  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I approached Michael for advice and assistance to put in place an income protection policy. Michael reviewed my current situation and provided multiple options based on different scenarios and coverage levels. He explained everything thoroughly which meant I was confident in the policy we selected, along with the coverage levels and benefits. I now have a trusted adviser who I will utilise for all of my financial needs."

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

"Michael was very helpful with providing clear and understandable information towards the areas I was exploring. I would highly recommend his expertise to others."

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

"Michael's ability to simplify the process and jargon associated with the world of finance impressed me. He was quickly able to ascertain my situation and provide succinct information and relevant examples as to where I can improve. We have looked at both small and big picture issues and put in place plans to ensure long-term financial stability. I highly recommend Michael and the team at Main Street Financial as the professionalism, knowledge and ongoing contact has been first class."

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

"Michael has a genuine interest in finance allowing him to be very knowledgeable and able to communicate well with his customers. He took the time to explain what my options were making it simple and easy to make important decisions. I appreciate his honesty and professionalism and I have recommended him to friends and family."

  • Government Assistance
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael is a friendly, well presented, strongly driven and passionate advisor who has a very firm grasp on the financial planning sector. He is an extremely knowledagble person which is made evident by his outstanding educational achievements at such a young age. His ability to communicate clearly and effectively is second to none. Michael has very bright future ahead of him and I am looking forward to working closely with Michael to achieve my financial goals."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael is very knowledgeable and clear, and he is always looking at serving your best interests. I would recommend him to anyone looking at getting any financial advice."

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

"Michael was very professional, personable and efficient to deal with. His advice has assisted me to utilise more efficient saving mechanisms, protect myself and my family for the future by obtaining the appropriate insurance covers and altering my superannuation investments to fit my personal circumstances. I would highly recommend Michael and Main Street Financial Solutions Pty Ltd!"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2019

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Bachelor of Business (Finance and International Business)

Level
7 - Bachelor Degree
Institution
University of Tasmania (UTAS)
Completed
2015

Life Risk Specialists (LRS)

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
2019

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Michael's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Michael able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Michael's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Michael to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Michael?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Michael provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Michael may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Michael Fox
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens