Michael Anderson

Formation Financial Services

Silver
16 Yrs Experience
Chadstone, VIC 3148
Formation Financial Services is a dynamic and exciting financial planning practice. Michael Anderson started Formation as he was extremely passionate about financial services and saw an opportunity for Australians to benefit from high quality service and advice, combined with the warmth and flexibility of a small business environment. Michael views each and every client of Formation’s as a friend, someone who he assists throughout all of their life stages. He thrives on seeing clients grow and develop with Formation’s assistance and this is strongly emphasized and highly evident in all of Formation’s staff and business partners. The financial markets are constantly evolving and so is Formation. Have a look around our new site and discover why you need our assistance throughout your life. Start your journey to financial freedom now.

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 11
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Commerce (Accounting and Financial Planning)
  • Language spoken
    • English

Formation Financial Services

UL40, Level 2, 1341 Dandenong Road
Chadstone, VIC 3148

Licensed by

Charter Financial Planning

AFSL 234665

4.95
11 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Michael is very thorough with his work and very easy to ask questions to and we understand his comments and the advice provided. His team has assisted us to transition to retirement and assisted us with Centrelink meetings to assist us with our pensions. We would be happy to recommend Michael and the team at Formation Financial Services for your advice needs. Mal (70) and Joan (66)"

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

"The service has given me a strong level of comfort for what my financial needs will be post retirement. Helen and I have been a client for four years and also provides me with flexibility to adapt the plan to mine and Helen's retirement goals."

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

"We have been very happy with advice provided over the last five year period. This is what we were aiming for with a good financial adviser. Would happily recommend to family and friends. Michael has demonstrated a superior knowledge across investments and the financial field in general. Thanks for the assistance."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are new small business owners and we have appreciated the advice provided across a range of areas, including superannaution, debt reduction, estate planning and personal insurances. We are impressed with the detail that was provided, that has increased our knowledge and provided us with comfort in these areas and extra benefits."

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

"As someone who didn't know too much before my initial meeting, I now feel much more confident in my financial knowledge thanks to Formation Financial Services. They were very friendly, easy to understand, and efficient. I will definitely be recommending Michael to my friends and family."

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

"Michael and the team were excellent at analyzing my financial situation and explaining areas that required attention and the best way to address those areas. I feel much more secure about my financial future thanks to Formation Financial."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The whole team at Formation were extremely helpful and informative. I now feel more in control of my future. Michael went above and beyond in answering my questions in a way that I could understand. I now have a good picture of how my superannuation works, along with day to day budgeting."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was referred to Michael through a local solicitor. Astounded to find that I actually understood what Michael was talking about. I was extremely nervous and bewildered as I had so much going on at the time, but Michael explained things very adequately. I understood what he was telling me, I felt extremely confident, and I trust him implicitly. The support team, i.e. Ben and Matthew, Ben in particular - before I met him in person was extremely helpful and well-spoken on the phone, and was polite and courteous. Upon meeting him, proved to be exactly that. Very happy to be dealing with Michael and Ben. While it's all business, there's an underlying friendliness there, that let me relax a bit."

  • Government Assistance
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have been happy with service provided by Michael and the team, fitting in with our circumstances and happy to come and see us."

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

"I found the experience to be very realistic, professional to deal with, happy to meet us several times and spend time with us to identify our personal financial goals. Happy to take into account our personal preferences and expectations in terms of our financial future as well as providing sound financial advice with the team at Formation."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

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

Qualifications & Training

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2013

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
International Institute of Technology (IIT)
Completed
2013

Bachelor of Commerce (Accounting and Financial Planning)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2006
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