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Michael Briody

Michael Briody

Financial Adviser

Chatswood, NSW 2067

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Michael Briody is an ASIC-registered financial adviser based in Chatswood, NSW, committed to helping clients achieve their financial goals with tailored and strategic advice. Michael's extensive qualifications ensure he provides knowledgeable and trustworthy guidance. He holds a Bachelor of Commerce from the University of Newcastle (1997), a Certificate in Financial Markets from Securities Institute Education (1997), Level 2 Accredited Derivatives Adviser from Kaplan (2008), Margin Lending & Geared Investments certification from Kaplan Professional (2011), a Diploma of Financial Planning from Kaplan Professional (2015), Ethics and Professionalism in Financial Advice from Kaplan Professional (2020), and SDIA Accreditation Program Assessment from Deakin University (2022). Michael is authorised to provide advice on a wide range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. His comprehensive understanding of these areas allows him to create personalised strategies that align with each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Wealth management strategies • Investment portfolio construction • Retirement planning • Derivatives trading strategies If you're seeking expert financial advice to secure your financial future, contact Michael today to arrange a consultation.

Specialisations

Areas of Expertise

Securities Derivatives Government Debt Securities Superannuation strategies Wealth accumulation Retirement planning Derivatives trading Investment portfolio management

Client Types

Personal Investors

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

001264503

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Michael Briody offer?

Michael specialises in superannuation advice, wealth management, securities, derivatives, and government debt securities. He creates tailored financial plans to help you achieve your financial goals.

What qualifications does Michael Briody have?

Michael holds a Bachelor of Commerce, a Certificate in Financial Markets, Level 2 Accredited Derivatives Adviser certification, Margin Lending & Geared Investments certification, a Diploma of Financial Planning, Ethics and Professionalism in Financial Advice certification and SDIA Accreditation Program Assessment. He has a strong educational foundation in financial markets and planning.

What is Michael Briody's approach to financial planning?

Michael takes a client-centered approach, focusing on understanding your individual needs and goals. He develops personalised strategies that align with your circumstances and provides ongoing support to help you stay on track.

How can Michael Briody help me with my superannuation?

Michael can provide expert advice on all aspects of superannuation, including fund selection, contribution strategies, and retirement planning. He can help you optimise your superannuation to maximise your retirement savings.

What should I expect during my first meeting with Michael Briody?

During your first meeting, Michael will discuss your financial situation, goals, and risk tolerance. He will then develop a preliminary financial plan tailored to your specific needs. This meeting is an opportunity for you to ask questions and get to know Michael's approach to financial planning.

Get in Touch

Contact Michael directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.