Michael Tadros

Innovative Financial Services

Platinum

14 Yrs Experience

Wagga Wagga, NSW 2650

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I have been working in financial planning since 2009 and strongly believe in the value that good advice can bring to people’s lives. I work closely with my clients to understand what is important to them and to develop financial strategies that are practical, personalised, and able to adapt as their circumstances change over time.

I also collaborate with other professional advisers when needed to help ensure my clients receive well-rounded support. My goal is to provide advice that gives clarity, direction, and confidence, while always keeping my clients’ best interests at the centre of the process.

Ongoing learning is very important to me, and I regularly complete professional development and compliance training to keep my knowledge current and my advice standards high.

Outside of financial planning, I enjoy family life with my wife and our two sons and being involved in the local community. I am also passionate about improving financial literacy and supporting the ongoing development of the financial planning profession.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Socially Responsible
Tax Strategies
Budgeting

I offer a fixed dollar fee for service. You will always receive a Letter of Engagement (LoE) outlining the details of the service offered and fee, prior to commencement.

5.00 March 2026

I am very grateful for Michael’s advice and support with my Age Pension and superannuation. He explained everything clearly, kept me informed throughout the process, and made what could have been quite confusing feel simple and manageable.

Michael’s knowledge and experience were obvious from the beginning, and I felt confident that I was receiving advice that was both thoughtful and tailored to my situation. He communicated with patience, clarity and genuine care, and I would not hesitate to recommend him to anyone needing trusted financial advice.

5.00 August 2025

I honestly had no idea I could even make a claim on my critical illness insurance until Michael brought it to my attention. I had completely forgotten I held the policy, and at a time when things were overwhelming enough, this wasn’t something I would’ve thought to check.

Michael not only identified it, but guided me through the entire claims process with genuine care, clarity and patience. His support during such a difficult time meant more than I can say. The successful claim has made a significant difference for me and my family – financially and emotionally.

I’m truly grateful to have someone like Michael in my corner who is knowledgeable, trustworthy, and compassionate. I wouldn’t hesitate to recommend him to anyone needing real, personal financial advice and support when it matters most.

5.00 May 2025

Dear Michael,

Wendy and I would like to sincerely thank you for your patience, professionalism, and the competent way you’ve handled our financial affairs. Your guidance has been invaluable, and we’re truly grateful for the strong financial position you've helped us achieve. The outcome has exceeded our expectations, and we appreciate the care and clarity you brought to every step of the process.

5.00 April 2025

Michael is a very professional gentleman. He takes a genuine interest in each and every client which is reflected in how he tailors the advice and support he provides. Michael takes the time to explain each process and regularly checks in on clients. Thank you.

5.00 November 2024

I first sat down with Michael in 2017 with nothing to my name and no idea where to begin. Over the years Michael has provided me with the guidance I needed to achieve my goals. He has given sound advice around maximising my super, and I now own my own home of which wouldn’t have happened without hanging unwavering support. Highly recommend!

Adviser status Platinum
Rating 4.93
Number of reviews 20
First year providing advice 2012
Years of experience 14
Highest qualifications
- Graduate Diploma of Business (Finance)
- Graduate Diploma of Financial Planning
Language spoken
- English