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About me
I am pleased to be part of the team at Wealth Planning Partners and have a particular interest in superannuation & risk protection strategies.
I believe that no finanical plan is complete with taking the time to mitigate the risks that can occur from accident and illnesses.
We assist our clients with The WPP Way: Secure, Build, Succeed.
We are very pleased as a team that some of the profits of Wealth Planning Partners each year support financial literacy and poverty alleviation via The Hunger Project.
I recently completed my Graduate Diploma of Financial Planning with Kaplan.
In my spare time, you can find me riding motorbikes, dirt bikes or working on cars.
Authored by me:
Reviews
5
out of 5 starsGabriella
Under 35 years old"Mitch provided me with advice on superannuation, life insurance and tax minimisation strategies in an orderly and understandable fashion. Mitch has maximised my superannuation savings and setup new personal insurances, to make sure my family will be looked after in the event of any tragedies. I would recommend you speak with Mitch if you are curious about superannuation or personal insurances."
19 Oct 2018Videos
My Expertise
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Cashflow & Income
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Complex Investments
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COVID-19 Early Super Access
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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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Redundancy
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Retirement Planning
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Shares & Investments
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Socially Responsible Investments
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Bronze
- Years Experience
- 4 Years
- Highest qualification
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Graduate Diploma of Financial Planning
- Industry Memberships
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0 total
- Address
- Suite 110, Level 1 Eastside 232 Robina Town Centre Drive
Robina, QLD, 4226 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Wealth Planning Partners 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
Financial Services Partners Pty Limited
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Licensee owned by
IOOF HOLDINGS LTD
My Qualifications
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Ethics and Professionalism in Financial Advice - Bridging Course (2020)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Graduate Diploma of Financial Planning (2020)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Kaplan Professional
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Advanced Diploma of Financial Planning (2017)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Mentor Education Group
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Diploma of Financial Planning (2016)
Level of Qualification: Level 5 - Diploma
Institution: Monarch Institute
My Memberships
My Fees
- Personal Advice
- starting from $550
- Ongoing Advice
- starting from $990
- 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
Gabriella
Under 35 years old"Mitch provided me with advice on superannuation, life insurance and tax minimisation strategies in an orderly and understandable fashion. Mitch has maximised my superannuation savings and setup new personal insurances, to make sure my family will be looked after in the event of any tragedies. I would recommend you speak with Mitch if you are curious about superannuation or personal insurances."
19 Oct 2018Customer opinions
Like to know more?
I'm committed to providing quality service and meeting your needs.
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