Michael Holmes
Financial Adviser
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About
Michael Holmes is an ASIC-registered financial adviser dedicated to helping clients in Farrer, ACT, and across Australia achieve their financial goals. With a strong foundation in finance, underpinned by a Bachelor of Commerce (Banking & Finance) from the University of Canberra and a Diploma in Financial Services (Financial Planning) from Kaplan, Michael brings a wealth of knowledge and experience to his practice. His Graduate Diploma in Chartered Accounting further enhances his expertise, ensuring comprehensive and strategic financial advice. As a member of Chartered Accountants Australia and New Zealand (CA ANZ), Michael adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, and investments. He specialises in wealth management and retirement planning, offering tailored solutions to meet each client's unique needs. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice, including Life Insurance, Risk Insurance, Securities and Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or need guidance on insurance, Michael can provide the expert advice you need. Contact Michael today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Michael Holmes offer?
Michael Holmes specializes in superannuation advice, insurance, wealth management, and retirement planning. He also provides advice on investment products such as Life Insurance, Risk Insurance, Securities and Government Debt Securities.
What are Michael Holmes's qualifications?
Michael holds a Bachelor of Commerce (Banking & Finance), a Diploma in Financial Services (Financial Planning), and a Graduate Diploma in Chartered Accounting. He is also a member of Chartered Accountants Australia and New Zealand (CA ANZ).
What is the process for becoming a client of Michael Holmes?
The first step is to schedule a consultation to discuss your financial goals and needs. Michael will then assess your situation and develop a tailored financial plan to help you achieve your objectives. Ongoing support and regular reviews will ensure your plan remains aligned with your evolving circumstances.
What should I expect during my first meeting with Michael Holmes?
During your initial consultation, Michael will take the time to understand your financial situation, goals, and risk tolerance. He will explain his services and how he can help you achieve your financial objectives. You'll have the opportunity to ask questions and discuss your concerns in a comfortable and professional environment.
How can superannuation advice from Michael Holmes benefit me?
Michael can provide expert advice on optimizing your superannuation contributions, investment options, and retirement planning strategies. He can help you make informed decisions to maximize your retirement savings and achieve your desired lifestyle in retirement.
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