Michael Misiti

Smart Financial Pty Ltd

5.00
1 Review
Silver
22 Yrs Experience
Shellharbour, NSW 2529

Recent reviews

Smart Financial Pty Ltd

Suite 2, 26b Mary Street
Shellharbour, NSW 2529

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Excellent adviser- thoughtful and proactive."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

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

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
University of Technology Sydney (UTS)
Completed
2005

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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