Michael Allanson FChFP
About Me
Mike's mission is to help those clients who want better than average.
Starting as an advisory professional in 1983, advising on superannuation & investment products + personal insurances, this was away before financial planning was even given a name.
Mike's expertise is unique, possessing a combination of formal qualifications, expert knowledge and long-term practical experience. It's the best combination for helping get the focus on exactly what's needed to make the most of what you have.
Mike will invite you to complete your 'Satisfaction Survey' to help identify opportunities you may not even be aware of. This proven method will guide you efficiently through the multitude of options so you arrive exactly where you should. You're invited to come and experience the same for yourself.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 20 Years
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Licensed By Wp Wealth Professionals Pty Ltd
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Advice Fees From $2,200