phone-icon+61 8 9489 2555

Michael Ward

 

Michael Ward,

Associate Director & Financial Planner

 


 

Accreditations / Qualifications

  • Graduate Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • Self Managed Super Fund Accredited Adviser
  • Australian Direct Equities Accredited Adviser
  • Margin Lending and Investment Lending Accredited Adviser
  • Licensed Financial Adviser

 

Specialisations

  • Self Managed Super Funds
  • Business Insurance including Buy/Sell Advice
  • Investment portfolio advice including Direct Equities Portfolios
  • Superannuation and Retirement advice
  • Cash-flow and budgeting advice
  • Risk minimisation strategies
  • Centrelink maximisation advice
  • Margin lending and investment lending advice
  • Personal insurance advice
  • Wealth accumulation advice

 

 

 

 

 

 

 

“I like to call upon my time as an adviser throughout the Global Financial Crisis to make the best decisions for my clients and help them reach their goals without taking on additional unnecessary risk. The more efficient I can make a client’s situation by minimizing waste and excess tax, streamlining cash-flow and clearly defining set goals, the less risk a client’s position needs to take on.”

 


 

A Brief History

 

Michael has over 14 years experience in the Financial Services Industry and over 8 years experience providing personal financial advice to clients and business professionals.

 

His core philosophy includes helping clients’ identify their goals and to form thoroughly researched strategies, individually designed to reach the desired goals with the minimal level of risk.

 

Michael calls on his extensive client experience to help articulate strategies and financial vehicles to empower his clients to make the best decisions for their needs. Michael’s fundamental values are based on professionalism, integrity, honesty and mutual respect to build long term relationships with his clients.

 

Michael is married to Laura and has just welcomed their first child, Charleston, into their lives.