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Michael Jones

Mdj Financial Solutions Pty Ltd

Gold
19 Yrs Experience
Gisbourne, VIC 3437

I have been in financial planning industry since 2002. I have worked for large firms WHK & BDO and decided in 2012 to establish my own advisory business. I have extensive knowledge and experience in pre/post retirement planning, centrelink advice, aged care planning, tax effective investments, self managed superannuation funds and life/income protection insurance.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Gold
  • First year providing advice 2006
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Mdj Financial Solutions Pty Ltd

Unit 9, 13 Nexus St
Gisbourne, VIC 3437

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Mdj Financial Solutions Pty Ltd

AFSL 478863