I have a passion to help people with their financial needs and to help put them in a better financial position while helping them achieve financial freedom in the future. Whether it be advice in regards to cash flow and budgeting, debt, investment, superannuation, Centrelink, retirement planning, personal insurance, or reviewing your mortgage I am happy to help.
My experience involves working at an established organisation to build my knowledge and expertise in helping people to achieve the most optimum strategy for the above areas. I also push the importance of further study in my area of expertise to differentiate myself and provide the highest quality service to my clients.
I am working at Rocket Wealth Management as a financial planner. My goal as an adviser is to identify where clients are now and where they want to be in the future and to put a strategy in place to achieve that in the most optimum way.
Feel free to contact me if you would like to talk further about what I can help you with.
You can contact me at: michael@rocketwealth.com.au
Expertise
My fees
When deciding what fee to charge I will always take into consideration your current situation. I would never charge a fee that would put you in a worse spot.
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 5
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Emu Advisory Pty Ltd
103 Main N RdNailsworth, SA 5083
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Cobalt Advisers Pty Ltd
AFSL 512550