Michael Goodwin

Ethica Private Wealth Specialists Pty Ltd

Silver
40 Yrs Experience
Maroochydore, QLD 4558
Michael began his career in financial planning more than 30 years ago. Michael lives and breathes it. As a leading Sunshine Coast financial advisor he has been handling the financial planning needs of clients across south east Queensland for almost two decades.  Many of his original clients are still with him, which speaks volumes about his integrity, ethics and financial acuity. A Member of the Australian Institute of Management, Michael specialises in superannuation and self-managed super funds, investment management, and strategic advice for long-term wealth creation. * For more information, please visit http://www.ethica.net.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • 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 Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 1982
  • Years of experience 40
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Ethica Private Wealth Specialists Pty Ltd

Level 1, 1-9 Plaza Parade
Maroochydore, QLD 4558

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Professional Investment Services Pty Ltd

AFSL 234951

5.00
3 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—3 of 3

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5.00

"First class adviser, who I have full confidence in. The team he has behind him is very responsive to any request we have and are always helpful. Colin 4557"

  • Government Assistance
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael looks after everyone as individuals. Everyone feels like they are the important one - the very reason we signed up with Michael. Any question is answered and as much time is spent in a meeting as is required to make sure everything is understood."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael Goodwin and his Ethica team have been excellent Finacial Advisors and friends since my partner and I first went to him for advice after my retirement. My partner has since retired and Michael has continued his excellent advice in building and increasing our investments."

  • Superannuation
  • Margin Lending
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Securities

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Securitor Financial Group
Completed
2004

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
AAMC Training Group
Completed
2014

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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