Michael Grammatico

Innovative Financial Solutions

Gold
18 Yrs Experience
Robina, QLD 4226

Recent reviews

Innovative Financial Solutions

Suite 57, 1 Arbour Ave
Robina, QLD 4226

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 14
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Ifs Private Wealth Pty Ltd

AFSL 511051

4.90
14 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"Michael is very professional and I would highly recommend his services to anyone. I like most people don't think to much into what insurance is required in those ''what if' circumstances. I trusted Michael to go through and tell me what was required. That unfortunate day came when I had to make a company and personal claim which was made simple thanks to Michael and his team."

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

"New to this, my adviser Michael explained everything in detail which made it all clear. Great service, would reccomend to anyone!"

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

"Michael has been a great asset to my wife and I since we started using him. He is vey knowledgeable and offers very sound advice based on a wealth of understanding. He is always easy to get hold of and prompt to reply. I would highly recommend him to anyone looking for financial advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Happy & comfortable with advice"

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

"Michael is very professional, knowledgeable and trustworthy. We highly recommend his services and hope to continue our professional relationship with him well into our retirement."

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

"Michael displays a professionalism that I have found hard to ignore. He understands our objectives for the future and constantly reminds and reinforces our objectives, short, medium and long term. With the ever changing products available, it’s great to have an advisor who seeks out the best up to date services available to us that can make our dreams a reality."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael's knowledge & expertise was delivered not only in a friendly & professional manner but in a terminology that gave myself & my wife a clear understanding of the insurance products & services we engaged Michael for. He also went above & beyond providing both personal & business strategies to implement into our daily lives to better assist our financial habits."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael was a great help for me after I had set up my own business. Michael is an extreme professional with fantastic knowledge and quality advice."

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

"I have dealt with many financial advisers throughout my career and I can honestly say that Michael is the first one that has made the whole process really clear, concise and easy to understand. He listened to our needs, goals and objectives and helped us understand the different options available to help us achieve what we wanted. I highly recommend Michael to anyone who wants a highly skilled adviser who is transparent, honest and trustworthy."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael made us feel so comfortable with the decisions we were making and our plan for our future. Being in our early twenties, it is important for us to make sure we are making the right decisions for our future and Michael has guided us every step of the way."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2018

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

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

Membership type
Member
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