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Michael Papiccio

WealthVisory Private Clients

Gold
28 Yrs Experience
Mandurah, WA 6210

Michael is product-agnostic; he does not care what investments are used, as long as they deliver the desired outcome, and he believes that investments should have a degree of liquidity to maximise flexibility.

He likes to work with clients to achieve their optimal financial and lifestyle goals and specialises in providing professional financial advice, including SMSF advice, wealth creation, debt reduction, retirement planning, and aged care advice.

Michael is a member of the Self Managed Super Fund Association of Australia (previously the Self Managed Super Fund Professional Association of Australia- SPAA) and has been a Self-Managed Super Fund Specialist Adviser since 2015. Michael has also passed the required FASEA Ethical Standards exam.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 1998
  • Years of experience 28
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

WealthVisory Private Clients

Suite 7, Level 3, 53 Sholl St
Mandurah, WA 6210

Opening hours

  • 9:30am – 4:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Oakwood Financial Group Pty Ltd

AFSL 255231