Michael Horan

CA Financial Services Group Pty Ltd

Platinum
13 Yrs Experience
North Sydney, NSW 2060

Your financial goals and aspirations are the most important aspect of my role. It is my objective to help you achieve them.

You and I do this as a team, I provide you with the strategies, advice and support (as well as the occasional strong talking to if required!) while you provide the commitment and effort that creating wealth requires.

I believe that every person can benefit from financial advice no matter what your income, situation or goals. I also believe that the financial planning advice you receive should be specific, affordable and flexible for your changing needs.

I am a partner at CA and am passionate about being a trusted adviser to my clients for the rest of my working life. Our practice has been around for 40+ years and, with your help, we plan to continue to grow and help our clients for many years to come. Our hope is that through providing quality advice and maintaining long term relationships, you will help us by referring your family, friends and colleagues to us.

Specialties: financial planning, small business advice, personal investment, superannuation, insurance, mortgages, budgeting, wealth management, estate planning, wealth creation, income protection, personal insurance, wealth accumulation

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies

My fees

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

What you pay for advice is important, our goal is to to ensure you get great advice upfront and ongoing and that the value you receive far outweighs the cost. Your ongoing service is comprehensive and focused on getting the best outcomes and achieving your specific goals.

Upfront advice cost varies depending on your needs but starts at $4,400.

Ongoing service offerings start at $4,400.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.96
  • Number of reviews 6
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Bachelor of Business (Accounting)
  • Language spoken
    • English

CA Financial Services Group Pty Ltd

7 Myrtle Street
North Sydney, NSW 2060

Opening hours

  • 8:00am – 2:00pm Friday
  • 8:00am – 3:00pm Tuesday, Thursday
  • 8:00am – 6:00pm Monday, Wednesday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523