Michael Wallace profile photo
5.00
1 Review

Michael Wallace

Mj Financial Chiefs Pty Ltd

Bronze
4 Yrs Experience
Beaconsfield, VIC 3807
MJ Financial Chiefs was established by Michael and Justin as a way to help friends, family and the extended community to reach their financial and lifestyle goals. No one feels more proud than us when you buy your first home, make your first investment, reach your retirement goals or establish personal insurance to cover your family.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • 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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Mj Financial Chiefs Pty Ltd

6 Edinburgh Drive
Beaconsfield, VIC 3807

Opening hours

  • 10:00am – 6:00pm Sunday
  • 9:00am – 5:00pm Tuesday, Thursday
  • 9:00am – 6:00pm Friday
  • 9:00am – 9:00pm Monday, Wednesday

Licensed by

Securinvest Financial Planners Pty Ltd

AFSL 223280

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"MJFC was amazing to work with. They had such a great understanding and knowledge around all the latest schemes and grants that were available for us. We went through quite a complex journey which started out with buying land and building under a government scheme, too transitioning, and purchasing an existing home. Michael was great at directing the whole process and organising each step along the way. Great communication and we are very happy and couldn’t thank them enough!"

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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My clients have reviewed me based on the following areas of advice

  • Borrowing

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2018

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Bachelor of Accounting and Finance

Level
7 - Bachelor Degree
Institution
Swinburne University of Technology
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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