Michael Eikelis

Frankston Financial

Gold
9 Yrs Experience
Frankston, VIC 3199

Recent reviews

Frankston Financial

49 Playne St
Frankston, VIC 3199

Opening hours

  • 9:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 29
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.75
29 Reviews
5
4
3
2
1
4.85
Clear communication
4.40
Knowledge & expertise
4.95
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 29

Sort by

5.00

"Michael has given me advice in many areas, including loans, income protection and super funds. He is always there to help whenever we need him and explains everything clearly and thoroughly. We feel very confident that with Michael's knowledge and experience we have made the correct choices, both in the present and for our future. I would definitely recommend Michael to friends and family."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"My wife Rebecca and I have found Michael to be an excellent financial adviser. He has a very personable manner which makes us feel very comfortable in working with him. He readily makes himself available to meet with us, listens carefully to ensure he understands the information we need, and provides his advice clearly and helpfully. Michael's advice is well-researched and fit for purpose, and very much targeted towards our long-term aspirations. We've recommended Michael to others, and happy to continue to work with him into the future."

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has looked after my superannuation for a couple of years and with my husband retiring we went to Michael to get advice. Michael has helped us with our plans going forward to achieve the income we need."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"With my limited knowledge of all ;thing relating to Super, Michael has guided me through the maze making sure to take care of my conservative views and has helped me access extra funds when I have needed them. As of now I will be changing advisers and he has explained fully the reasons for this change. I will miss his gentle nature & I wish him well in the future,"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Michael has given me advice with my superannuation and any other financial questions. Michael would explain things in a clear way. I feel confident that the advice given was right for my needs. I always would receive Michael’s full care and attention when I needed it."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael demonstrated he understood my needs and my concerns. He explained complex matters in an easily understood manner. He was responsive and a pleasure to deal with"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Michael provided great advice on the current Superannuation industry and guided us in a direction that I feel will benefit us in the future"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"2020 has been a turbulent year financially for retirees. Michael was able to sit and explain clearly options for growing my wealth. I feel comfortable with the plan he put in place and also know if I have concerns or require assistance he is always happy to answer my questions. He is extremely patient in explaining financial matters to those who are unfamiliar with the language."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has given me advice in areas including superannuation, self managed funds & retirement management. Michael was able to explain things to me in a clear way. Through Michael's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive Michael's full care and attention when I need it."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael provided tailored advice for insurance and superannuation. He share with me insights and educated me on different products and their pros / cons. He then helped me decide which outcomes were best for me, in a very calm non-pushy way. I really appreciated his approach as it was educational, transparent and impactful. I can highly recommend Michael for other young professionals like myself that are entering the responsible years of their lives and are looking for some long term planning."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 29

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

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

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2015

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2001

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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