Michael Williams
Financial Adviser
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About
Michael Williams is an ASIC-registered financial adviser dedicated to helping individuals and families in Broadmeadow, NSW, achieve their financial goals. With a solid foundation built upon years of experience and comprehensive education, Michael holds the FNS60404 qualification from Kaplan Professional Education (2009), along with specialized knowledge in Margin Lending and Geared Investments and Self Managed Superannuation Funds (2010). Furthering his commitment to excellence, Michael completed the Certified Financial Planner (CFP) Program through the Financial Planning Association of Australia in 2011 and obtained FNS40811 from Kaplan Professional Education in 2014. As an active member of the Financial Advice Association of Australia (FAAA) and MDRT - The Premier Association of Financial Professionals, Michael adheres to the highest ethical standards and stays abreast of industry best practices. He is authorized to provide advice on a broad range of financial products, ensuring tailored strategies to meet your unique needs. • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Michael offers personalized guidance and support every step of the way. Contact Michael today to schedule a consultation and take control of your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Michael Williams offer?
Michael Williams provides advice on superannuation, insurance, wealth management, and retirement planning, including investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Michael Williams's qualifications and professional memberships?
Michael holds FNS60404 and FNS40811 from Kaplan Professional Education, has specialized knowledge in Margin Lending, Geared Investments, and Self Managed Superannuation Funds, and completed the Certified Financial Planner (CFP) Program. He is a member of the Financial Advice Association of Australia (FAAA) and MDRT.
What can I expect during my first meeting with Michael Williams?
During your initial consultation with Michael, you can expect a thorough discussion of your financial goals, current situation, and risk tolerance. He will then develop a personalized strategy tailored to your needs and objectives.
How does Michael Williams stay updated with the latest financial regulations and market trends?
As a member of the Financial Advice Association of Australia (FAAA) and MDRT, Michael is committed to ongoing professional development and adheres to the highest ethical standards. He regularly attends industry conferences, seminars, and training programs to stay informed about the latest regulations and market trends.
Does Michael Williams work with self-managed super funds (SMSFs)?
Yes, Michael has specialized knowledge in Self Managed Superannuation Funds and can provide advice and guidance on establishing and managing your SMSF.
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