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About me
MJ Financial Chiefs was established by Michael and Justin as a way to help friends, family and the extended community to reach their financial and lifestyle goals.
No one feels more proud than us when you buy your first home, make your first investment, reach your retirement goals or establish personal insurance to cover your family.
Reviews
5
out of 5 starsJosh
Under 35 years old"MJFC was amazing to work with. They had such a great understanding and knowledge around all the latest schemes and grants that were available for us. We went through quite a complex journey which started out with buying land and building under a government scheme, too transitioning, and purchasing an existing home. Michael was great at directing the whole process and organising each step along the way. Great communication and we are very happy and couldn’t thank them enough!"
19 Oct 2021My Expertise
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Aged Care
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Borrowing
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Budgeting
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Cashflow & Income
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Complex Investments
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Property Investment
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Retirement Planning
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Self Managed Super Funds
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Shares & Investments
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Small Business Advice
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Silver
- Years Experience
- 3 Years
- Highest qualification
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Certified Financial Planner (CFP)
- Industry Memberships
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1 total
- Address
- 6 Edinburgh Drive
Beaconsfield, VIC, 3807 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Mj Financial Chiefs Pty Ltd
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Securinvest Financial Planners Pty. Ltd.
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Licensee owned by
SECURINVEST FINANCIAL PLANNERS PTY. LTD.
My Qualifications
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Certified Financial Planner (CFP) (2018)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Financial Planning Association of Australia (FPA)
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Advanced Diploma of Financial Planning (2015)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Kaplan Professional
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Bachelor of Accounting and Finance (2014)
Level of Qualification: Level 7 - Bachelor Degree
Institution: Swinburne University of Technology
My Memberships
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Financial Planning Association of Australia (FPA)
Level of Membership:
AFP
My Fees
- Personal Advice
- starting from $0
- Ongoing Advice
- starting from $0
- Details
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N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Josh
Under 35 years old"MJFC was amazing to work with. They had such a great understanding and knowledge around all the latest schemes and grants that were available for us. We went through quite a complex journey which started out with buying land and building under a government scheme, too transitioning, and purchasing an existing home. Michael was great at directing the whole process and organising each step along the way. Great communication and we are very happy and couldn’t thank them enough!"
19 Oct 2021Customer opinions
Like to know more?
I'm committed to providing quality service and meeting your needs.
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