Michael Williams profile photo
4.60
19 Reviews

Michael Williams

Centenary Financial

Gold
32 Yrs Experience
Sydney, NSW 2000

Recent reviews

Centenary Financial

Level 3, 50 Clarence Street
Sydney, NSW 2000

At a glance

  • Adviser status Gold
  • Rating 4.60
  • Number of reviews 19
  • First year providing advice 1990
  • Years of experience 32
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Every client is assessed on there own particular circumstances and include the time we spend, the expertise we have to offer and the value we are able to provide to the clients.

Licensed by

Avalonfs Pty Ltd

AFSL 437518

4.60
19 Reviews
5
4
3
2
1
4.75
Clear communication
4.60
Knowledge & expertise
4.75
Customer care
4.40
Likely to recommend
Showing reviews 1—10 of 19

Sort by

4.75

"It has been a pleasure to have a very long business relationship with Micheal Williams. Micheal has always provided outstanding professional services going beyond what was required to always achieve a better outcome for our company. Michael has always provided attentive and personalized service to our companies needs."

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

"I have worked with Michael for many years and find his support helpful and informative. Michael is very personable and genuinely has an interest in client wellbeing."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.00

"I highly regard Michael Williams but would not recomend him because of his association with CBA bank for whom I have no regard. I regret this but have discussed this with Michael previously."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"michael has advised my wife and myself on retirement.tax and centrelink strategies for over the past 10 years and has been easy to work with and available to arrange any nessary action as agreed"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Michael has been my adviser for more than ten years. I find him knowledgeable, helpful, responsive. His fee is very reasonable. He has always saved the fees with the tax savings he identifies for me."

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Michael has been helpful in setting up my transition to retirement. He continues to advise me on the best way to deal with my situation."

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

"Michael is always responsive, helpful and friendly"

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

"Michael is very knowledgeable and is alway keeping me up to date with my super and I would recommend him to anyone."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Michael is an attentive and excellent adviser, always very responsive to my particular needs as an investor."

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

"Michael is attentive and listens to view and questions before offering options. His follow up on events and reports is great"

  • Government Assistance
  • Self Managed SuperFunds
  • 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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • 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
2005

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1998

Margin Leading and Geared Investments

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

Certificate in Accounting

Level
0 - Training / Exam / Other
Institution
TAFE Higher Education NSW
Completed
1983

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Association of Superannuation Funds of Australia (ASFA)
Completed
2005

Professional Memberships

Association of Superannuation Funds Australia (ASFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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