A firm believer in the value of financial planning advice, and having worked in the profession since 2007, I work closely with my clients and their other professional advisers to build, implement and maintain a financial plan designed specifically to achieve what is important to them and with the flexibility to adapt to any changes. I continue to maintain and update my advice knowledge and competencies through completion of all scheduled professional development and compliance programs. This ensures that I am offering advice services that are in the best interests of all my clients.
Outside of the profession, I enjoy my busy family life with my wife and two boys, actively involved in their various pursuits. I am also active in the local community and passionate about the development of the Financial Planning profession as well as financial literacy.
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.
We have been clients with Michael for the last three years. Michael is a great adviser who answers all our questions with an open heart and clear explanation. He takes the time to patiently explain all aspects of our queries and give the advice from his honest point of view. Michael is highly recommended as an honest, great financial adviser. We always feel that we are ahead because Michael always tells us the next steps we need to take and how to prepare for them. We feel so comfortable being Michael's clients and would recommend him to our family and friends. No words can express our gratitude and satisfaction being Michael's clients. Thank you for your continuous outstanding service and honest advice.
Michael is very to understand and he is excellent in explaining everything that suit our needs.
Michael is a fantastic financial adviser and I have 100% confidence and trust in Michael to help me secure my finances and build them up for my future. Michael is caring and courteous at all times. Michael always ensures he explains everything so that I can clearly understand it. I never hesitate to recommend Michael when I get the chance. I am very grateful to have found Michael and will stay with him as long as he will have me.
Generally overall very good and makes himself available when needed. All communications are by phone or email due to distance circumstances.
Michael has always been very professional giving us expert advice on all our super and investments. He has been very upfront with pros and cons and his explanations were very easy to understand. I would have no hesitation in recommending him to anyone looking for a financial adviser that is working for you at all times.
- Adviser status Platinum
- Number of reviews 14
- First year providing advice 2012
- Years of experience 11
- Graduate Diploma of Business (Finance)
Innovative Financial ServicesSuite 2, 157-159 Baylis St
Wagga Wagga, NSW 2650
- 9:00am – 4:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
- In person
- Video call
Capstone Financial Planning Pty Ltd