Michael Coorey Coorey

Strategic Planning Solutions Pty Ltd

Platinum
23 Yrs Experience
Sydney, NSW 2000
Strategic Planning Solutions is a dynamic company specialising in the provision of tailored Strategic Financial Advice. My aim is to help you achieve your financial and lifestyle goals by making smart decisions with your money. We offer personalised strategies and innovative solutions, combined with exceptional service, care and commitment. We encourage open communication and aim to establish and develop ongoing relationships so we can help you keep on track despite inevitable market and legislative changes and most importantly, with full regard for developments in your own personal and financial life.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • 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

All fees are tailored to the individual needs of our clients and are based on the complexity of the required advice. A written 'Terms of Engagement' is presented before any commitment needs to be made. It outlines: - What we understand your financial and lifestyle goals are and what you would like to achieve with our help. - What we feel needs to be done to help you achieve your financial and lifestyle goals and to make smart decisions with your money. - Our fee for our advice and implementation thereof.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 24
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Strategic Planning Solutions Pty Ltd

Suite 322, King Street Wharf, 5 Lime Street
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Strategic Advice Australia Pty Ltd

AFSL 523703

4.95
24 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 24

Sort by

5.00

"Michael and the team are very knowledgeable and easy to work with. I especially like they way strategies are explained in simple terms and the support given to implement the strategies.

This is a family business and all the team are really easy to talk to and very happy with the service and strategies we now have in place.

I would happily recommend Michael, Deanna and the team at Strategic Planning Solutions."

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

"Michael & his team are highly professional and always available to give financial advice when needed and keep us updated on our investments on a regular basis! We are completely happy with the Services they have provided us over 12 years!"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has given my wife and I valuable advice on Superannuation, Insurance and Tax Strategies. He is always able to explain things to us clearly, and outlines all options available to us. He and his team are always available to talk to whenever we have any queries. With his knowledge and experience, we are confident we will be able to meet the goals we have set out to achieve."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"For several years Michael has provided us with advice and support in the area of superfunds and insurance. In an ever evolving industry he has a great skill of explaining all the options, in a way that's clear and digestible. As well as having a sound knowledge of his field, it's obvious he has a interest in achieving the best for his clients. He's always a pleasure to work with and makes the arduous task of finance a much more comfortable place to be!"

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy that we were referred onto Michael for our retirement planning. Michael and the team were very easy to deal with, made the difficult easier to understand, and gave us a number of options on how we could best move forward. Michael's always took the time to make sure we understood what our options were and what we needed to do to move forward. A very satisfied customer and looking forward to a long term relationship andI'll happily refer Michael when ever the opportunity arises."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has been nothing but excellent in our dealings. He's diligently helped with our families personal insurance needs and is always very approachable and knowledgeable. Michael genuinely cares about his clients and setting them up to win."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"The entire time we have been advised by Strategic Management ,Michael and the team have always guided us with the advice and direction to ensure that our retirement lifestyle has been without financial worries."

  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has always provided us with carefully considered and correct advice. Initially this relationship started with Insurance & protection advice and proved to be extremely valuable to us in a time of need. The relationship now, with a lot a great guidance from Michael by understanding our needs and goals, is built around asset protection, building wealth and retirement goals. Thank you to Michael & Deanna- the best team in the business"

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael was recommended to me by a few trusted friends. I found that he was very attentive to my needs and listened and asked poignant questions to deepdive into understanding my end goals. The advice he provided was also thought provoking and gave me a new perspective on my retirement planning and insurance management. I was highly impressed with the comprehensive report that Mike provided and felt very confident in the explanation and recommendations given."

  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have known Michael for more than 20 years now and in that time he has been the perfect finacial adviser. Independent, pro-active, knowledgeable in all relevant fields, backed up by an excellent in house team and associated with best in industry investment houses. Excellent investment outcomes have been the result of my relationship with Michael"

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2007

Self Managed Superannuation Funds (SMSF)

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

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2020

Margin Lending and Geared Investments

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

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals

Membership type
Member
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