Mike Beal

Mike Beal Financial Planning

Platinum
27 Yrs Experience
Maroochydore, QLD 4558
Mike has a Masters Degree in Financial Planning, Masters Degree in Business Administration, Advanced diplomas in Financial planning from Australia and NZ.  Mike has over 20 years experience in financial planning.  No fancy offices, low overheads mean lower fees for you. I want to educate you. Investments and superannuation seem complex – but they’re not!  I will respect your assets. It’s your money. You’ve worked hard for it. I will respect it. I want to solve your problems not sell you a product. If you need a Financial Planner on the Sunshine Coast drop me a line!

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Complex Investments
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 16
  • First year providing advice 1995
  • Years of experience 27
  • Highest qualifications
    • Master of Financial Planning
    • Master of Business Administration
  • Language spoken
    • English

Mike Beal Financial Planning

The Hive @ ConTiki, Tower 2, Level 1, 55 Plaza Parade
Maroochydore, QLD 4558

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Charter Financial Planning

AFSL 234665

4.90
16 Reviews
5
4
3
2
1
4.90
Clear communication
4.85
Knowledge & expertise
4.85
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 16

Sort by

5.00

"Mike was extremely helpful with his advice on the sale of our rental property."

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

"Mike went above and beyond. We’d recommend him without hesitation."

  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Mike was recommended to us recently by our retiring adviser. To date Mike has been very approachable and has always responded promptly to our enquiries. We are very appreciative of his current advice ,which as he patiently explained to us, would put us at less risk in this current financial climate. We look forward to continuing our association with Mike."

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

"Mike has given us advice in relation to investment options, superannuation, shares, managed funds and income protection. Mike was honest, genuine, knowledgable and experienced. He was able to apply his highly developed knowledge and skills to our financial circumstances and develop a clear plan for our future. We are hoping to retire at 50-55 years and with Mikes’ assistance, we feel he has made this possible for us. We feel fortunate to have Mikes’ support in meeting our goal of early retirement and we highly recommend Mike to anyone looking for financial advice."

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

"Mike gave me advice in relation to retirement planning and managing debt. Mike explained things very clearly to me and spent some quality time ensuring that he thoroughly understood my requirements. He was very knowledgeable and provided me with some very sound financial advice and things I had not considered. I appreciate Mike's assistance and would recommend him to other potential clients."

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

"“We arrived in Australia requiring financial advice around superannuation, personal insurances and retirement planning. Mike Beal went beyond our expectations in his advice. He has a thorough understanding of the intricacies and options involved as well as the wider context of our goals and situation. He provides solid, practical advise with the utmost integrity offering options that genuinely suit rather than chasing a commission payment. Highly recommended.”"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Mike Beals for nearly 8 years and have always been extremely pleased with how Mike explains my finances in language I can understand and keeps me up to date at all times. Mike always makes himself available both by phone or email and I would gladly recommend him."

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

"Mike Beal has been looking after my portfolio for many years now. I have always found Mikes advice to be clear , concise and to the point without any embellishment . His advice has significantly improved my position for the future. I would thoroughly recommend Mike to any potential client , he is a great bloke also which is a bonus."

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

"I have been dealing with Mike now for many years. During those years my super has consistently grown in value. I would recommend Mike to anyone who needs to see value and growth in their portfolio."

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

"Mike has always been very helpful in answering my many queries in regard to Tax and Financial planning. He keeps abreast of the many changes and can quickly establish how it might impact me and my situation. Highly recommend Mike to anyone looking for Financial planning advice."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 16

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2018

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Master of Business Administration

Level
9 - Masters Degree
Institution
Massey University
Completed
2001

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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