Mike Lawson

About the Goal

Gold
20 Yrs Experience
North Sydney, NSW 2060

Mike has been working in the finance industry since 1996 including as a senior financial planner with the Commonwealth Bank of Australia. He provides strategic financial planning advice to help clients reduce tax and make investment decisions. Mike gives clients confidence and peace of mind through proactive and personal advice.

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

At a glance

  • Adviser status Gold
  • First year providing advice 2005
  • Years of experience 20
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

About the Goal

Suite 1001, 275 Alfred St N
North Sydney, NSW 2060

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256