Michael Williams
Financial Adviser
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About
Michael Williams is an ASIC-registered financial adviser based in Cooma, NSW, dedicated to helping clients achieve their financial goals. With a career spanning several decades, Michael combines extensive experience with a commitment to providing personalised and reliable advice. Michael's qualifications include an Accounting Certificate from TAFE (1983), a Diploma of Financial Planning from the Financial Planning Association of Australia (1998), and a Diploma of Financial Services from the Association of Superannuation Funds Australia (2005). He is also a Certified Financial Planner with the FPA (2005) and holds a certification in Margin Lending & Geared Investments from Kaplan Professional (2010). Michael is a member of both the Association of Superannuation Funds Australia (ASFA) and the Financial Planning Association (FPA). Authorised to provide advice on a broad range of financial products, Michael specialises in superannuation, insurance, and wealth management, with a particular focus on retirement planning. He can assist with investment life insurance, life risk insurance, securities, and retirement savings accounts. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Michael today to schedule a consultation and discuss your individual needs and objectives.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Michael Williams provide?
Michael Williams specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He can assist with investment life insurance, life risk insurance, securities, and retirement savings accounts.
What qualifications does Michael Williams have?
Michael holds an Accounting Certificate from TAFE, a Diploma of Financial Planning from the FPAA, a Diploma of Financial Services from ASFA. He is also a Certified Financial Planner with the FPA and certified in Margin Lending & Geared Investments from Kaplan Professional.
How does Michael Williams approach financial planning?
Michael takes a personalised approach to financial planning, working closely with each client to understand their unique circumstances, goals, and risk tolerance. He then develops tailored strategies to help them achieve their financial objectives.
What should I expect during my first meeting with Michael Williams?
During your first meeting, Michael will discuss your current financial situation, your goals, and your concerns. He will then provide an overview of his services and explain how he can help you achieve your financial objectives. This initial consultation is designed to help you determine if Michael is the right financial adviser for you.
Why is it important to seek advice from an ASIC-registered financial adviser like Michael Williams?
Engaging an ASIC-registered financial adviser ensures that you are receiving advice from a qualified and regulated professional who is committed to acting in your best interests. ASIC registration provides a level of consumer protection and ensures that advisers meet certain standards of competence and ethical conduct.
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