Michael Rees-Evans

Efs Strategic

Platinum
20 Yrs Experience
Lane Cove, NSW 2066
One of Australia's few truly independent financial advisers until December 2017, when we merged with a firm that has some insurance commission paying clients. We aspire to help clients find freedom through professional financial advice. Our financial advice for an agreed fee provides peace of mind and greater certainty that objectives will be achieved.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

My fee is based on providing clients with personal access to someone who strives to resolve the complexities they face

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 19
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Master of Management (Financial Management)
  • Language spoken
    • English

Efs Strategic

Level 2, 71 Longueville Road
Lane Cove, NSW 2066

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Libertas Wealth Consulting Pty Ltd

AFSL 422763

4.75
19 Reviews
5
4
3
2
1
4.85
Clear communication
4.75
Knowledge & expertise
4.75
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 19

Sort by

4.75

"Michael is always available and his advice to me l accept and always go with his recommendations"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I am very happy with Michael’s expertise in managing my self managed super fund. He notifies me to arrange a meeting when changes need to be made and explains the the advantages of their decisions. He has good communication skills which is important to those who need an easy to follow explanation. I would recommend Michael to anyone looking for a financial adviser."

  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Overall Michael is very good. Knows his stuff and explains well. Sometimes I feel I have to follow up. Would be great to get updates, even if the update is no movement."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I was extremely relieved when I found Michael and have been happy with his services since that time. I had become disillusioned with my financial advisor due to high fees and limited knowledge on their part. . Michael reviewed and then restructured my portfolio based on my objectives and addressed any concerns. I always feel very comfortable in approaching him for clarification when required and trust his judgment . His keen interest in helping others attain their goals in their financial matters, plus his integrity and professionalism displayed are impressive. . I have no hesitation in highly recommending his financial services to others."

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

"Having never used a financial adviser before, Michael has always been very patient and has explained things in an easy to understand manner. Michael comes highly recommended!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Our first contact with Michael and his team was spent going through our non financial long term goals and aspirations. He then took our reams of paper work on our local and UK super, debt, cashflow, savings etc and produced a concise and easy to understand document showing what we needed to do to achieve those long term goals. He then gave us a list of actions we needed to do as well as what EFS could do on our behalf. In our opinion, this was incredible value and the long term benefits will far outweigh the cost of this advice and action. I would highly recommend."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael is a great advisor who took the time to understand our goals and help steer us in the right direction. He’s knowledgable, professional and friendly, and we always leave meetings feeling more confident about our next steps. He’s helped guide us through estate planning, investment decisions, insurance, taxes and an international relocation. We’re glad we have him helping us with our financial goals."

  • Superannuation
  • Insurance Protection
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael guided me through retirement lifestyle planning - a confronting process when you've been too busy working to think about a retired future. He fully familiarised himself with my personal situation and gave me understandable and well explained recommendations about consolidating and building super and minimising tax obligations. The result is a comfortable self funded early retirement. I consider Michael a friend and continue to recommend him to others."

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

"Michael carries an impressive knowledge of financial workings which constantly goes beyond what I would expect. He is extremely personable and I leave every meeting feeling empowered and excited for the future. He is independent and reliable and I have already recommended him to several others. I feel very glad to have found him to help us with our financial planning."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Michael is an independent financial advisor with a great level of expertise. He took time to get to know us both and our position and goals before trying to delve into products and services."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2012

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2006

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Fellow of The Tax Institute

Level
0 - Training / Exam / Other
Institution
The Tax Institute (prev Taxation Institute of Australia)
Completed
2014

Master of Management (Financial Management)

Level
9 - Masters Degree
Institution
Macquarie Graduate School of Management
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Institute of Managed Account Professionals (IMAP)

Membership type
Member

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor

The Tax Institute

Membership type
Fellow
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