I help my clients achieve their goals by providing clear, straightforward advice. I advise clients regarding investments, retirement planning, the implementation of tax-reduction strategies and also transition to retirement and estate planning needs. I am able to provide clear and comprehensive advice for self-managed superannuation funds, from creation to cessation. I previously sat on the MLC Advisory Board and have been part of both ATO and Commonwealth Government treasury focus groups on future policy development. I am a specialist adviser with regards to self managed super funds (SMSF), accredited through the leading industry SMSF advice organisation, SPAA. I am also an associate member of the Financial Planners Association (FPA) and have been since 2004.
Michael is very approachable, reliable and has a terrific attitude. His advice is intelligent, realistic and supportive of my goals, and over the years has led to very positive changes in my life. I highly recommend meeting with Michael and his team for their financial services.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2002
- Years of experience 20
- Master of Financial Planning
Capital Focused Pty LtdLevel 4, 260 Queen St
Brisbane City, QLD 4000
- 9:00am – 5:00pm Monday – Friday
Lonsdale Financial Group Ltd