Michael was great to work with. He was very good at explaining complex income protection policies and superannuation funds in a concise way. Myself and my wife were very happy with the service and he was always very prompt at responding. Being able to do consults via video was also helpful and reduced the need for taking any annual leave.
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.
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.
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.
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,
Frankston Financial46 Playne St
Frankston, VIC 3199
- 9:00am – 6:00pm Monday – Friday
- Adviser status Gold
- Number of reviews 30
- First year providing advice 2013
- Years of experience 9
- Bachelor of Business
Capstone Financial Planning Pty Ltd