Michael Bishop

Lorrequer Wealth and Advisory

Platinum
16 Yrs Experience
Adelaide, SA 5000

Recent reviews

Lorrequer Wealth and Advisory

261 Sturt St
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 117
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Finance
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • 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

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234

4.90
117 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 117

Sort by

5.00

"From the minute I walked into Michael's office, he was welcoming and able to answer any questions I could throw his way. He helped me manage my finances, particularly insurances before moving into my first house. Having someone as knowledgeable as Michael made the whole experience extremely easy. I will continue to use Michael for other financial needs in the future. Would highly recommend!"

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

"Michael and his exceptional staff have looked after my business and family for over 15 years with a varied scope of advice and recommendations that has been advantageous to my personal circumstances. I feel confident with Michael's experience and knowledge and his understanding of my individual financial needs."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael gave clear concise advice regarding my insurance and what was a great fit for me. I am always kept up to date and always received Michael's full attention when i needed it."

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

"Michael has been extremely helpful in getting me insurances sorted out. I had a situation where I was previously declined and this my previous advisor told me there was nothing to do except wait and retry in 12mth. Michael took in the challenge and found me appropriate cover. He was thorough and transparent."

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

"'Michael has given me advice in multiple financial areas. Michael was always able to explain things to me in a clear and concise manner. Through Michael's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Michael's full care and attention when I needed it.'"

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

"Michael has given me advice in areas including insurance, superannuation and tax effective strategies. Michael was always able to explain things to me in a clear way. Through Michael's knowledge and experience, I feel extremely confident that the advice given was right for my needs. I always received Michael's full care and attention when I needed it. An absolute pleasure to deal with and will highly recommend."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Really helpful, had a lot of time in explaining things and was responsive to emails."

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

"My husband and I approached Michael for advice regarding how best to merge our respective finances as well as to provide advice regarding insurances and superannuation. Michael explained things in a clear way and reiterated his advice in writing. Michael is prompt in responding to queries. We feel very confident that the advice given was right for our needs."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Michael assisted me by providing advice relating to insurances, tax and investment strategies Following this he facilitated changes to my insurance and estate planning. He and his support staff provided prompt assistance and responses were provided clearly and with a high degree of confidence. I will continue to use Michael for financial advice."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Michael has a well rounded knowledge of financial investments and has provided sensible and considered advice which we have taken."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 117

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

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

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2006

Bachelor of Finance

Level
7 - Bachelor Degree
Institution
University of Adelaide (UOA)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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