Michael Davie
About Me
Michael owns and operates Kuda Wealth Pty Ltd. He has been providing financial services for over 25 years. Michael has a proven track record in providing financial advice to clients across all aspects of wealth creation, wealth management, wealth preservation and wealth protection. Michael is based in Preston VIC and provides advice to affluent clients, seeking direct control and increased transparency with portfolio construction and portfolio management. Michael specialises in Self-Managed Superannuation advice solutions,, and assist clients in retirement planning, estate planning, superannuation, investments, insurance and family / business succession planning.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Years of Experience 26 Years
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Licensed By Watershed Dealer Services Pty Ltd