Mike McLeod

Enlightened Financial Solutions Pty Ltd

Silver
28 Yrs Experience
Mackay, QLD 4740
I help people live their best lives by navigating the complex and confusing world of retirement, Centrelink and Aged Care

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 1994
  • Years of experience 28
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Enlightened Financial Solutions Pty Ltd

54 Gordon Street
Mackay, QLD 4740

Licensed by

Enlightened Financial Solutions Pty Ltd

AFSL 502728

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

"great service and advise"

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

"Mike has given me advice in areas including self managed super funds and managing debt. Mike has always able to explain things to me clearly. Through Mike's knowledge and experience we feel very confident that the advice Mike has given has been right for our needs. We feel confident that Mike's advice has been right for us and further more we have strong confidence in the advice recommended we have received from 'EFS' and have recommended the services offered by 'EFS' to family and friends."

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

"Mike understands my situation clearly and helps with my retirement portfolio. His advice is always clear and easy to understand. He is easy to talk to and is always willing to help where ever he can."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • 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
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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