Michal Bodi
Financial Adviser
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About
Michal Bodi is an ASIC-registered financial adviser based in Edgecliff, NSW, dedicated to helping clients achieve their financial goals with tailored advice and strategies. With a solid foundation built upon a Diploma of Financial Services (Financial Planning) from Tribeca (2005), an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited (2009), a Certificate IV in Finance and Mortgage Broking from Kaplan Higher Education Pty Limited (2018), and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2023), Michal possesses a comprehensive understanding of the financial landscape. Authorised to provide advice on a wide range of financial products, Michal specialises in superannuation, insurance, wealth management and retirement planning. Michal is qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Michal is committed to providing clear and actionable advice to help you navigate the complexities of financial planning. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Michal today to schedule a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Michal Bodi offer?
Michal Bodi specialises in superannuation advice, insurance, wealth management, and retirement planning, providing comprehensive solutions tailored to your individual needs.
What are Michal Bodi's qualifications?
Michal holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), a Certificate IV in Finance and Mortgage Broking, and a Graduate Diploma of Financial Planning.
What is the process for becoming a client of Michal Bodi?
The process typically begins with an initial consultation to discuss your financial goals and current situation. From there, Michal will develop a personalised financial plan tailored to your specific needs. Subsequent meetings will focus on implementing and reviewing the plan.
What can I expect from a consultation with Michal Bodi?
During a consultation, you can expect a thorough assessment of your financial situation, a clear explanation of potential strategies, and a collaborative approach to developing a plan that aligns with your goals and values.
How does Michal Bodi stay up-to-date with changes in the financial industry?
Michal is committed to ongoing professional development and regularly participates in industry training and seminars to stay informed about the latest regulations, products, and strategies.
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