Michael Radalj
Financial Adviser
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About
Michael Radalj is an ASIC-registered financial adviser based in Dee Why, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Michael holds a Bachelor of Business Studies from UTS (1984), completed the Chartered Accountants Program with Chartered Accountants Australia & New Zealand (1986), and holds a Graduate Diploma of Financial Planning from The Securities Institute of Australia (2003). Further enhancing his expertise, he completed the Certified Financial Planner (CFP) Program with the Financial Planning Association of Australia (2005) and Ethics & Professionalism in Financial Advice with Kaplan Professional (2022). Michael is a member of Chartered Accountants Australia and New Zealand (CA ANZ), reflecting his commitment to upholding the highest ethical and professional standards. Michael is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice to help you grow your retirement savings • Wealth management strategies to maximize your investment potential • Comprehensive insurance solutions to protect what matters most • Retirement planning to ensure a comfortable and secure future • Investment advice tailored to your individual needs and risk tolerance Ready to take control of your financial future? Contact Michael today for a consultation.
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Frequently Asked Questions
What types of financial advice does Michael Radalj offer?
Michael Radalj provides comprehensive financial advice, including superannuation, insurance, wealth management, retirement planning, and investment strategies. He also advises on specific financial products like Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Michael Radalj's qualifications and experience?
Michael holds a Bachelor of Business Studies, is a Chartered Accountant, and has a Graduate Diploma of Financial Planning and CFP certification. He's also completed Ethics & Professionalism in Financial Advice with Kaplan Professional. He brings many years of experience in the financial services industry to his clients.
What is the process for becoming a client of Michael Radalj?
The process typically starts with an initial consultation to discuss your financial goals and current situation. From there, Michael will develop a tailored financial plan that addresses your specific needs and objectives. He'll then work with you to implement and monitor the plan, making adjustments as needed over time.
How can wealth management advice from Michael help me?
Michael can help you create an investment strategy that aligns with your risk tolerance and financial goals. He can also provide advice on tax-efficient investing and asset allocation to maximize your returns while minimizing your risk.
What should I expect during my first meeting with a financial advisor?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. This is an opportunity for the advisor to understand your needs and determine how they can best assist you. You should also feel comfortable asking questions about their qualifications, experience, and fees.
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