Michael Kloeti.
BCom, MFinPlan
WHO I AM:
Michael holds a Bachelor of Commerce (Accounting and Finance) and a Master of Financial Planning, and is a member of the Finance Brokers Association of Australia (FBAA).
WHAT I DO & HOW I DO IT:
As a financial adviser, I specialise in helping clients build wealth for their future in a way that works for them. With a focus on superannuation, investments and insurance, I help my clients save money, invest savings into the right investment vehicles over time, and protect their assets and their families along the way.
I understand that every client has unique personal financial goals, and will work closely with you to develop a plan for achieving them. This ensures that your long-term financial targets are supported by a tailored strategy and an equally long-term relationship.