Michael Horan

CA Financial Services Group Pty Ltd

Platinum
11 Yrs Experience
North Sydney, NSW 2060
Your financial goals and aspirations are the most important aspect of my role. It is my objective to help you achieve them. You and I do this as a team, I provide you with the strategies, advice and support (as well as the occasional strong talking to if required!) while you provide the commitment and effort that creating wealth requires. I believe that every person can benefit from financial advice no matter what your income, situation or goals. I also believe that the financial planning advice you receive should be specific, affordable and flexible for your changing needs. I am a partner at CA and plan to be an adviser for the foreseeable future. Our practice has been around for 35+ years and, with your help, we plan to continue to grow and help our clients for many years to come. Our hope is that through providing quality advice and maintaining long term relationships, you will help us by referring your family, friends and colleagues to us. Specialties: financial planning, small business advice, personal investment, superannuation, insurance, mortgages, budgeting, wealth management, estate planning, wealth creation, income protection, personal insurance, wealth accumulation

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

What you pay for advice is important, our goal is to to ensure you get great advice upfront and ongoing and that the value you receive far outweighs the cost. Your ongoing service is comprehensive and focused on getting the best outcomes and achieving your specific goals

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 6
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Bachelor of Business (Accounting)
  • Language spoken
    • English

CA Financial Services Group Pty Ltd

7 Myrtle Street
North Sydney, NSW 2060

Opening hours

  • 8:00am – 2:00pm Friday
  • 8:00am – 3:00pm Tuesday, Thursday
  • 8:00am – 6:00pm Monday, Wednesday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.95
6 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Michael always explains things in a way that I understand and is always available for any questions.. Very helpful :)"

  • Self Managed SuperFunds
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Michael has given us advice on how to set up our current and future financial security. Michael has always been able to clearly provide advice in terms we understand. Through Michael's knowledge and experience, we feel very confident that the advice given is right for our future. We always receive Michael's full care and attention when we needed it. Meeting Michael has taken all the stress out of our journey to retirement'"

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

"We have been a client of Michael's for a number of years. Over the years Michael has provided assistance and advice with managing our superannuation, investments, budgets and cash flow and wills. Michael's communication has always been excellent and we have a lot of confidence in his advice. We would definitely recommend Michael's services."

  • Superannuation
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael took over our portfolio from my original contact. I have worked with Michael now for over 5 years. Michael has proven to be a valuable asset to our family in supporting and optimising our financial resources. Michael has offered excellent advice on all the options available to us to optimise our funds and our planning for retirement. As we want to be self funded retirees, this advice is pivotal for our financial well being. Michael has clearly explained all the investment options and we built our portfolio around our risk profiles. I am extremely confident that Michael has provided independant advice to meet our financial goals. Michael responds to information requests quickly with the relevant information and meets with us as required for a personal review and discussion. I would have no hesitation in recommending Michael and his services to any prospective client."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Michael has given me advice in areas including loan products, self managed super funds and managing debt. Michael was usually able to explain things to me in a clear way. 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 when I needed."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After a strong recommendation from a couple of friends, I have used Michael Horan as my financial adviser for a few years now. I have been impressed with not only the results so far but also that he takes time to explain things in layman's language. I wanted to retire comfortably and never having to worry about money due to sound investing and taxes. He, thus far, has achieved this for me, especially at times like this when globally the finance world is a bit shakey."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Expat Finance
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • 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

Economic and Legal Context for Financial Planning - Bridging Course

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

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2010

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
University of Technology Sydney (UTS)
Completed
2005

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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