Michael Iacovella

RISE WEALTH QLD PTY LTD

Platinum
26 Yrs Experience
Chermside, QLD 4032
I have been in the Financial Planning Industry since 1989. I have performed a number of different roles, including as a Fund Accountant, Area Sales Manager and Financal Planner. I have been working at the RetireInvest Chermside practice since July 2007, providing advice services on various topic's, including retirement planning, investment selection, personal insurances and tax planning. Our team at Chermside provide a personalised service for clients, in a relaxed and friendly environment.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 30
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

RISE WEALTH QLD PTY LTD

Level 1, 823 Gympie Rd
Chermside, QLD 4032

Opening hours

  • 9:00am – 2:00pm Friday
  • 9:00am – 5:00pm Monday – Tuesday, Thursday
  • 9:00am – 7:00pm Wednesday

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.90
30 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 30

Sort by

4.50

"Both Robin and I (Estelle) have full confidence in Michael's knowledge, advice and help since 2008. Michael has always been available if and when we needed advice about anything that might come up between reviews and he is always approachable, and have no desire or need to change these arrangements."

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

"Michael is always prompt and reliable. He presents information confidently and listens and responds to our needs,"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been clients of Retireinvest and Michael for many years. Michael has always been available to us and has always given us sound advice on our retirement funds and pension entitlements. We have the highest confidence in his ability to look after our interests and never leave his office without a clear understanding of our position."

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

"We have always found Michael easy to talk to. He explains clearly about our investments and is very helpful. We feel confident that advice is suitable for our situation."

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

"I had my first meeting with Michael over 8 years ago and I was very impressed with the way he itemised my details on a 'white board', enabling me to clearly comprehend what my expected future financial situation would be. Since then I have been very happy and comfortable with the results. Michael is always a gentleman, shows great respect for his clients and both he and Nicole are always contactable and ready to discuss any concerns that may arise. Michael's attitude to his work is commendable and has been appreciated over the years and I am pleased to have Michael as my financial advisor."

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

"Michael has been my financial advisor for around 10 years and during that time I have been very satisfied with his handling of my superannuation. I found him to always be on top of the current financial market, which enables him to offer me solid advice. Michael is always available for discussion when needed and this of course, gives me great confidence in his ablity to oversee my investment. I find him very friendly and approachable"

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

"'Michael has mainly given me advice in super funds, investment and income stream after retirement. Michael was able to explain things to me in a clear way, the information sessions he holds each year and the guest speakers are very informative and make understanding of both Australian & global finances more clear . Through Michael's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Michael's full care and attention whenever I needed it.' He keeps in contact regularly."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Michael has been providing my wife and me for almost 10 years with expert advice in regard to my wife's financial investment. He has always given us his full attention, has displayed a personal interest in our financial situation and has provided us with the easy to comprehend information and direction in regard to that investment. Personally, he is very friendly and likable and all our sessions have been comfortable and informative. His support staff, including Nicole, is equally friendly and helpful."

  • Government Assistance
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I've found Michael to comprehensive with advice and acting in my best interest. I see him regularly to update my superannuation/allocated pension investment strategy and fine tune as required. I'd have no hesitation in recommending Michael as a Financial Adviser."

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

"Michael is easy to speak to and understands situations, and the location of his office is easy to find. Parking at the rear of the building is an asset. Nicole, his receptionist is very accommodating and relaxing."

  • Superannuation
  • Aged Care
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 30

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

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

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
1997

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
1992

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Services Institute of Australasia (FINSIA)

Membership type
Senior Associate
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