Michelle Johns

SG Advisory Wealth Pty Ltd

Gold
21 Yrs Experience
Echuca, VIC 3564

Financial matters can be personal,complex, difficult to understand and a lot of work to keep up to date. I work with my clients to try to simplify all areas of your financial life; from salary sacrifice, saving for a home, and life insurance through to farm succession planning, SMSF advice and Aged Care advice.

My personal passion is helping families navigate the complex and emotional process of a loved one (or themselves) gain access to home care packages or entering Residential Aged Care. To be able to guide clients and take some pressue off them during this time is very rewarding.

Expertise

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

At a glance

  • Adviser status Gold
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

SG Advisory Wealth Pty Ltd

Suite 25, 31 Nish St
Echuca, VIC 3564

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Sgn Financial Pty Ltd

AFSL 490523