Michael Tadros

Innovative Financial Services

Gold
10 Yrs Experience
Kooringal, NSW 2650

Recent reviews

Innovative Financial Services

13 Railway St
Kooringal, NSW 2650

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 8
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Graduate Diploma of Business (Finance)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.90
8 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—8 of 8

Sort by

4.75

"My husband and I met with Michael initially to discuss our personal superannuation fund and to also discuss the options that were available for our future financial planning. We were very impressed with the personalised professional service and advice given to us, and how he has tailored this specifically to suit our situation and future needs. We felt very comfortable to put our financial matters in his care and for him to guide us in the right direction. We found Michael to be the most professional of those we interviewed. I have no hesitation in recommending Michael of Innovative Financial with complete trust and I look forward to a continued relationship with him."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael, we are absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed us was the way you took the time to get a feeling for where we are at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits our trust and respect and we gladly recommend your services whenever possible."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I went to Michael on a referral from a work mate expecting to check my super was working for me and my investment property was set up properly. I was amazed at just how much Michael was able to do for me to help set me up for an early retirement and get more out of what I have now. I would highly recommend Michael, you don't need to be earning millions of dollars to see a financial adviser. Everyday earners can benefit from seeing Michael and getting some expert advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael was recommended to us by work colleagues who were impressed with his advice. We went to see him as a couple and for our daughter's investments also. Michael gave us advice about our superannuation, our investments, investing for our daughter and managing her property as well as advice about our insurance through our superannuation funds. With Michael's help we were able to better understand our superannuation and insurance and tailor it to suit our needs as well as understand how to better invest for our future. Michael also assisted me in making a successful claim that I otherwise wouldn't have applied for. Thanks to Michael we will be able to pay off our house years earlier than we expected and if we stick to the plan, my partner will be able to retire years early with enough income to enjoy it. We are just average income earners who can now enjoy the little things a bit more and look forward to an earlier retirement. Michael is awesome!"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has in his DNA a real capacity for fiscal stewardship. He is agnostic to product/provider and demonstrates a profound capability to work with our goals. He provides optimum strategies for our retirement, investments and insurances with transparency, integrity and empathy."

  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have found Michael to be very easy to speak with. I did 'shop' around to 3 other advisers, but returned because I felt that Michael was warm in his dealings and genuine in his care and attitude towards my requirements. Highly recommend if you are looking for a financial planner who will definitely make a positive impact."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"A generally excellent adviser at all levels. We thought it may be daunting, but Michael kept things simple and communicated with us at all times. Very pleased."

  • Government Assistance
  • Superannuation
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Taxation Financial Adviser

Level
0 - Training / Exam / Other
Institution
Tax Practitioners Board
Completed
2013

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
LPAC Online
Completed
2013

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2015

Graduate Diploma of Business (Finance)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of Technology Sydney (UTS)
Completed
2001

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Traineeship Management Australia (TMA)
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Tax Practitioners Board (TPB)

Membership type
Associate
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