Michael Holmes

Financial Momentum VIC Pty Ltd

Gold
18 Yrs Experience
Wangaratta, VIC 3677

Michael first started in the Financial Services Industry in 1992 and became a Certified Financial Planner in 2003. He utilises his vast knowledge, experience and understanding to build strong bonds with clients by helping them achieve their goals and financial security.

With his motivated personality, Michael is keen to set up long term Financial Plans for each of his clients, looking at their individual personal situation, and addressing their needs and objectives. Using the latest research software, Michael is able to utilize over thirty different companies to place his clients’ best interest first, by providing a large selection of Investment and Insurance options.

With his previous experience working at the National Bank, Michael has a clear understanding of the circulation of Shares and Wealth Creation, through various Investments, both small and large.

Michael has lived in Wangaratta since 1996 and is married to Kathy and together they have 4 children. Michael is also heavily involved in the local community where he volunteers his time with Anglicare to assist with Financial Counselling; he is the Treasurer of Business Wangaratta, Vice President of Victorian Poultry Fanciers Association and Vice Chair of the Royal Agricultural Society of Victoria (Melbourne Royal Show) – Poultry Section.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • 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 Gold
  • Rating 4.80
  • Number of reviews 14
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Financial Momentum VIC Pty Ltd

23 Ely Street
Wangaratta, VIC 3677

Licensed by

Count Financial Limited

AFSL 227232