Mikhail Fanti
About Me
Mikhail is a Financial Planner with Seed Wealth Australia. Mikhail has been a qualified Financial Planner since 2012 working with one of Australia’s leading financial institutions as a Financial Planner, based in Townsville and Ingham providing service Australia wide including remote and rural areas across North Queensland. Mikhail has comprehensive experience in providing financial advice to clients. He prides himself on providing a high level of professionalism and personal service.
Mikhail has always had a keen interest in finance studying a Bachelor of Business at James Cook University. Upon completion he commenced work as an Accountant in 2010 at one of Australia’s largest firms where he worked with a wide range of clients from Government Organisations, Corporates and the Self Managed Super Fund Sector. After completing further study he has since been employed as a qualified financial planner assisting clients with meeting their financial and lifestyle goals and objectives through both wealth accumulation and protection and retirement planning.
Mikhail is passionate about helping clients to achieve financial peace of mind at all stages throughout their life. In particular, he understands the value of putting steps in place from an early age to ensure you have the confidence to deal with the many changes that will occur over your working life such as marriage, children, schooling and retirement. He prides himself on being able to articulate the value in a common-sense approach tailored specifically to each person’s individual situation.
When not working, Mikhail enjoys spending time with his friends and family and 2 dogs as well as playing sport.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 11 Years
-
Licensed By Seed Wealth Australia Financial Services Pty Ltd