Michael Dempsey
Financial Adviser
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About
Michael Dempsey is an ASIC-registered financial adviser based in Erina, NSW, dedicated to helping clients achieve their financial goals through comprehensive and tailored advice. With a Diploma of Financial Services (Financial Planning) from Mentor Education (2008), a Margin Lending Accreditation Program from Deakin Prime (2010), and a Graduate Diploma of Financial Planning from Kaplan (2023), Michael possesses a strong foundation of knowledge and expertise. He continually updates his skills, completing FPC001 Economic & Legal Context for Financial Planning and FPC002B Ethics and Professionalism in Financial Advice through Kaplan Professional in 2020. As a member of the Stockbrokers and Investment Advisers Association (SIAA), Michael adheres to the highest standards of professionalism and ethical conduct. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives and Government Debt Securities. Michael provides a holistic approach to financial planning, helping clients build and protect their wealth through: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice Whether you are planning for retirement, seeking to grow your investments, or protect your family's financial future, Michael can provide the expert guidance you need. Contact Michael today to schedule a consultation and take the first step towards achieving your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Michael Dempsey offer?
Michael Dempsey provides advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives, and government debt securities. He can help you with retirement planning, investment strategies, and protecting your financial future.
What are Michael Dempsey's qualifications?
Michael Dempsey holds a Diploma of Financial Services (Financial Planning), a Margin Lending Accreditation, and a Graduate Diploma of Financial Planning. He also has certifications in ethics and legal contexts for financial planning, ensuring he provides well-informed and ethical advice.
What can I expect during the financial planning process with Michael?
During the financial planning process, you can expect a thorough assessment of your financial situation, a clear explanation of your options, and a tailored plan designed to help you achieve your goals. Michael will work with you every step of the way to ensure you understand and are comfortable with the strategies implemented.
How can wealth management strategies help me achieve my financial goals?
Wealth management strategies involve a comprehensive approach to managing your assets, including investments, superannuation, and insurance. These strategies are designed to grow your wealth, minimize risk, and help you achieve your long-term financial objectives, such as retirement or funding your children's education.
Is Michael Dempsey affiliated with any professional organizations?
Yes, Michael Dempsey is a member of the Stockbrokers and Investment Advisers Association (SIAA), demonstrating his commitment to upholding high professional standards and ethical conduct in the financial advice industry.
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