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!
Mike was extremely helpful with his advice on the sale of our rental property.
Mike went above and beyond. We’d recommend him without hesitation.
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.
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.
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.
- Adviser status Platinum
- Number of reviews 16
- First year providing advice 1995
- Years of experience 28
- Master of Financial Planning
- Master of Business Administration
Mike Beal Financial PlanningThe Hive @ KonTiki, Tower 2, Level 1, 55 Plaza Parade
Maroochydore, QLD 4558
- 8:00am – 6:00pm Monday – Friday
Mike Beal Financial Planning