About Me

I have been a financial planner for over 20 years and am based on the Sunshine Coast. I have a Masters Degree in Financial Planning, Masters Degree in Business Administration, and an Advanced Diploma in Financial Planning. Fees can substantially erode returns, my fees are modest as I have low overheads - I would rather enhance returns than have a flashy office. I believe the returns I can generate for my clients are greater due to a lower fee structure and innovative investment management due to a very thorough understanding of the different investments that are available. But don't take my word for it, check out the home page of my website to see my customer testimonials. Mike Beal, your Sunshine Coast Financial Advisor.

Areas of Focus

  • Aged care
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 29 Years
  • Licensed By
    Licensed By Mike Beal Pty Ltd