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Michael Rodriguez

Essential Planner Pty. Limited

Bronze
1 Yr Experience
Southport, QLD 4215

I'm a Fully Qualified Financial Adviser with over 8 years of experience in financial planning, including a strong technical foundation as a senior paraplanner. I deliver strategic, client-focused advice to help individuals and families grow, protect and maximise their wealth with confidence!

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Bronze
  • Years of experience 1
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Essential Planner Pty. Limited

Suite G02, 35-39 Scarborough St
Southport, QLD 4215

Opening hours

  • 9:00am – 6:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Essential Wealth Pty Ltd

AFSL 562262