Michael Ward

Leda Financial Advice Limited

Platinum
15 Yrs Experience
Nedlands, WA 6009
After 18 years of industry experience Michael has a very clear vision of how financial advice should be delivered to clients. Transparent, Fee for Service, Nil Commission, holistic and highly integrated with other professional services including Accountants, Auditors, Solicitors and Finance Professionals in a tailored personal service. Being a licensed Financial Adviser throughout the entire Global Financial Crisis following 2007 taught Michael the importance of clearly identifying achievable goals, formulating an agreed strategy that will meet those goals with the least amount of excess risk. Making a strategy more efficient through eliminating or minimising excess platform costs, product fees or taxation means that the strategy can afford to take on less risk and still achieve the required outcome and goals. A more efficient strategy can also reduce the impact on cash-flow or contribution needs. Michael calls on his experience to help his clients identify and set achievable goals and works with them to action well researched and thoroughly developed strategies. Michael shares his knowledge with his clients to educate and empower them throughout the relationship. Michael is a member of the Association of Financial Advisers Australia, Financial Planning Association and a SMSF Specialist Advisor with the SMSF Association.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 15
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Leda Financial Advice Limited

Unit 2, 61 Hampden Rd
Nedlands, WA 6009

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
15 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 15

Sort by

5.00

"Through a close friend Michael was recommended to us as someone we could trust and who would be able to assist us with our future retirement plans - we certainly weren't disappointed. From our meetings his professionalism was evident from the start. He cared about our specific financial situation wanting only the best outcome for us. He communicated to us in a simple and concise manner making it very clear and easy for us to understand the recommended direction we should undertake. His excellent communication skills and caring approach left us feeling certain that we made the right decision. .We highly recommend Michael to anyone seeking excellent financial advice."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I had become totally disenchanted with my bank's handling of my superannuation so had transferred to an industry fund. My accountant recognised my lack of understanding (that's pronounced 'ineptitude') with regards my Super and recommended I contact Michael. From our first meeting, I was impressed by his depth of knowledge with absolutely no 'salesman shtick'. With Michael's guidance, and just knowing he is in my corner, I now feel confident about my transition to retirement."

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

"I have recently sought the advice of Michael Ward from Leda Financial Services Limited to advise me on planning for my financial security in retirement. Michael has also been responsible for successfully lodging my Aged Pension application and continues to ensure I am receiving the best advice possible. I was very impressed with the professional services and advice given to me and I can say without hesitation and with complete trust that I would recommend Michael’s services to anyone wanting to achieve a better financial outcome."

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

"Michael was recommended to me when I was made redundant two years ago. He was able to maximise my payout by setting me up for retirement and reviewing my current situation in regards to Super, share portfolio and insurances. Michael quickly earned my trust by explaining clearly the advantages and alternatives. He is always available and I have been confident to recommend Michael to friends and family."

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

"We highly recommend Michael as a person with exceptional knowledge about what he does and why. He always conducts himself with a strong sense of authenticity, integrity and honesty. Michael has an accomplished network of qualified professionals around him, equally dependable and ready to assist with anything that may fall outside his area of expertise."

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

"My wife and I have been with Michael since I retired 7 years ago guiding us through our options with great patience and skill. Through his skill and expertise We have been able to live comfortably. Michael answers our inquiries quickly and makes us feel confident & satisfied with his advice. We are more than happy to have Michael as our financial adviser for our future years."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael came into our lives when my daughter was terminally ill. She had a stroke and was unable to continue managing and protecting her finances, insurances and health benefits. He was an invaluable practitioner for us at a time when we could not do the legwork or the rigorous & complex paperwork. He demonstrated compassion & sensitivity. He organised a network of people to assist my daughter in her last days. I couldn't recommend him highly enough."

  • Government Assistance
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has been an amazing support for my family and I. He is extremely knowledgeable and I trust all my finances with him and will never see anyone else. He has helped through all stages of my life and I could never thank him enough. A genuine lovely guy who is committed to his work."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I find Michael, very knowledgeable and prompt at getting things done for us. He is friendly and easy to talk to. Even at stressful times, everything seems to easy for Michael and he takes the worry and stress away. His knowledge is first rate, and he also has a caring attitude towards his clients. We find him to be wonderful person to have in your corner."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Friendly, with good advice and without any hard sell."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

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

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

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2007

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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