Mike Smith profile photo

Mike Smith

RetireInvest South East QLD

Bronze
20 Yrs Experience
Mount Gravatt East, QLD 4122

I have been a Financial Adviser since 2004 and recently joined RetireInvest in 2022.

I have a genuine interest in helping clients to ensure they reach their retirement goals.

I have many years experience in working with retirees in retirement and pre retirees in planning for retirement. With so many changes continually circulating in the financial services industry often clients are looking for someone they can connect with and trust.

I provide advice in the following areas.

Superannuation Advice

Retirement Planning Advice

Self -Managed Super Funds

Investment Portfolios

Personal Insurance Advice

Centrelink DVA Advice

Estate Planning Advice

Outside of work my interests include Rugby Union, Squash, Travelling around Australia and spending time with Family.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2004
  • Years of experience 20
  • Highest qualification
    • Diploma of Financial Advice
  • Language spoken
    • English

RetireInvest South East QLD

1470 Logan Rd
Mount Gravatt East, QLD 4122
128 Goodwin Dr
Bongaree, QLD 4507

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

RetireInvest

AFSL 238429