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About me
Thank you for showing interest in Independent Advisers WA.
We are a boutique financial advice business with a strong focus on goal based advice and taxation.
Our main focus are clients that are active in the primary industry in and around Geraldton. Farming and Fishing. However, we also provide goal based advice to people that are serious with their financial future.
As we are independent, we are effectively endorsed and checked by the government and royal commission to the place to go for ethical and conflict free advice
Please feel free to contact our office on 08-99500349 for an a chat and see how we can help make going to work optional and enjoy a healthy stress free retirement!
Authored by me:
Reviews
5
out of 5 starsBernadette
56-65 years old"I am a mature aged person with a hearing disability and i made the appointment with Mick because when i told him about my disability he expressed empathy in his email which made me think that here was a business that cared for their clients. Micks Knowledge in all areas that i asked about, Superannuation, Mortgage, Budgeting was invaluable and i have come away from my appointment with a attitude to make things better for my circumstances. Thank you for your help and guidance Bernadette Galvin"
20 May 2019Bob
56-65 years old"Mick has helped with our SMSF and share portfolio to give us peace of mind he is highly recommended and easy to talk to "
12 Mar 2019Terry and Sharon
56-65 years old"Mick has helped me transitioning from my farming business to retirement with all my investment, business. And has helped my kids and parents as well for over 7 years. We very happy with Mick and his team especially hearing he can save us another $10,000 in tax from next year onwards due to his pension strategies "
18 Dec 2018john
46-55 years old"Mick has helped me set up and maintain a self managed super fund ,share portfolio, insurances and we are in the process of organizing a will, I Have been with him for a few years now and he has made a great impact on my personal and future finances ,He is very easy to deal with and makes his advice simple and easy to understand, With his help I have a clear path for the future."
13 Dec 2018Kevin and Belinda
56-65 years old"very happy with the help and advice we receive from Mick and his staff"
11 Dec 2018Leanne
35-45 years old"Mick is very easy to talk with and is very thorough with the advice that he provides, ultimately doing the best thing for the clients situation. I really like that he has extensive knowledge in taxation and in ways to help reduce your tax. Also Ehsan is very helpful when dealing with him."
07 Nov 2018My 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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Defence Industry
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Expat Finance
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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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Margin Lending
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Medical Industry
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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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Socially Responsible Investments
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Superannuation
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Tax Strategies
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Wills & Estate
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Women's Finance
Key information
- Adviser rating
- Platinum
- Years Experience
- 17 Years
- Highest qualification
-
Master of Taxation
- Industry Memberships
-
1 total
- Address
- Suite 3 31-33 Hosken Street
Bluff Point, WA, 6530 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Independent Advisers WA
-
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
INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD
-
Licensee owned by
INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD
My Qualifications
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Master of Taxation (2012)
Level of Qualification: Level 9 - Masters Degree
Institution: Curtin University
-
Diploma of Financial Planning (2006)
Level of Qualification: Level 5 - Diploma
Institution: Deakin University
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Bachelor of Business (Economics) (1972)
Level of Qualification: Level 7 - Bachelor Degree
Institution: Hogeschool Holland
My Memberships
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Independent Financial Advisers Association of Australia (IFAAA)
Level of Membership:
Member
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
We charge hourly rates only at the relevant team member chargeable rate. These rates are reviewed in June and adjusted to inflation.
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Bernadette
56-65 years old"I am a mature aged person with a hearing disability and i made the appointment with Mick because when i told him about my disability he expressed empathy in his email which made me think that here was a business that cared for their clients. Micks Knowledge in all areas that i asked about, Superannuation, Mortgage, Budgeting was invaluable and i have come away from my appointment with a attitude to make things better for my circumstances. Thank you for your help and guidance Bernadette Galvin"
20 May 2019Customer opinions
Bob
56-65 years old"Mick has helped with our SMSF and share portfolio to give us peace of mind he is highly recommended and easy to talk to "
12 Mar 2019Customer opinions
Terry and Sharon
56-65 years old"Mick has helped me transitioning from my farming business to retirement with all my investment, business. And has helped my kids and parents as well for over 7 years. We very happy with Mick and his team especially hearing he can save us another $10,000 in tax from next year onwards due to his pension strategies "
18 Dec 2018Customer opinions
john
46-55 years old"Mick has helped me set up and maintain a self managed super fund ,share portfolio, insurances and we are in the process of organizing a will, I Have been with him for a few years now and he has made a great impact on my personal and future finances ,He is very easy to deal with and makes his advice simple and easy to understand, With his help I have a clear path for the future."
13 Dec 2018Customer opinions
Kevin and Belinda
56-65 years old"very happy with the help and advice we receive from Mick and his staff"
11 Dec 2018Customer opinions
Leanne
35-45 years old"Mick is very easy to talk with and is very thorough with the advice that he provides, ultimately doing the best thing for the clients situation. I really like that he has extensive knowledge in taxation and in ways to help reduce your tax. Also Ehsan is very helpful when dealing with him."
07 Nov 2018Customer opinions
Bruce
56-65 years old"Mick has given us advice for transition from a farming business towards full retirement off farm. We are happy with Micks advice and he has shown us credibility and extensive knowledge in the area of small business capital gain tax concessions and overall financial advice. We also like Micks remuneration model which is easy to understand and does not include commissions. It is also very handy to know someone that has a regular supply of fresh fish! "
07 Nov 2018Customer opinions
Meja
Under 35 years old"What I like most about Mick is his honesty and efficiency. He is clear and thorough when helping me make decisions. I like the fact he is not commission based which decreases my overall costs."
26 Sep 2018Customer opinions
Scott
46-55 years old"Mick has been working with me to look at ways to increase my self managed super fund and exit strategies from SME. We have also engaged in other business to benefit both parties. Mick is very approachable to ideas and with his knowledge can direct you on to the right path for future benefit. I am very confident in Mick's honesty to direct you to increase your financial wealth."
25 Sep 2018Customer opinions
Peter
46-55 years old"Mick has given me advice in areas including loan products, self managed super funds and managing debt. Mick was usually able to explain things to me in a clear way. Through Mick's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Mick's full care and attention when I needed it."
04 Sep 2018Customer opinions
John
Under 35 years old"Mick is good, straight to the point no nonsense."
27 Aug 2018Customer opinions
Alicia
Under 35 years old"Mick has extensive knowledge of the financial planning industry, and is consistent with keeping up-to-date on the various laws, changes and products available on the market. I have always found Mick to be unbiased when recommending various products and he takes a very customised approach for personal financial planning needs and requirements. "
14 Aug 2018Customer opinions
Ashleigh
Under 35 years old"Mick reviewed our super and switched us to a cheaper super fund with a much better investment strategy. So not only are we saving money in fees, we are also getting a much, much better return on our investment."
13 Aug 2018Customer opinions
Ehsan
46-55 years old"Mick is very upfront and thorough , well researched and knowledgeable. He communicated everything clearly so we understood and have no hesitation in recommending him to my family and friends"
13 Aug 2018Customer opinions
Kirsty
35-45 years old"Mick is amazing very clever at what he does - He explains everything clearly and makes sure you understand. You will never regret choosing Mick for any Financial Advice you may need. "
13 Aug 2018Customer opinions
Julie
65+ years old"Mick and his team are fanstactic - My husband was terminally ill Mick organized all out insurances necessary to make such a hard time so much easier - Thank you Mick Julie 6530 "
13 Aug 2018Customer opinions
Peter
35-45 years old"Leaves all other financial advisers behind with great advice, tailored to the client. Makes it easy and you can have great confidence in the services offered."
10 Aug 2018Customer opinions
Kate
Under 35 years old"Mick was very patient and has explained the Financial planning concept exceptionally.I would recommend Mick to anyone who needs clarification of Superannuation and Insurances. "
23 Mar 2015Customer opinions
Gerhard
35-45 years oldN/A
18 Feb 2015Customer opinions
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