Michael Toal
Financial Adviser
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About
Michael Toal is an ASIC-registered financial adviser based in Parramatta, NSW, dedicated to helping Australians achieve their financial goals. With a Bachelor's degree from Charles Sturt University (1992), a Diploma from Deakin University (2003), further studies with SPAA (2005) and CFP certification from the Financial Planning Association of Australia (2008), Michael brings a wealth of knowledge and experience to his clients. He is also a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association. Authorised to provide advice on a comprehensive range of financial products, Michael can assist you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Michael’s expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He is committed to providing tailored advice to help you navigate the complexities of the financial landscape. Key services include: • Superannuation optimisation • Insurance needs analysis • Investment portfolio construction • Retirement income planning Ready to take control of your financial future? Contact Michael Toal today for a consultation.
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Frequently Asked Questions
What types of financial advice does Michael Toal offer?
Michael Toal provides advice on superannuation, insurance, wealth management and retirement planning, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Michael Toal's qualifications and professional memberships?
Michael holds a Bachelor's degree from Charles Sturt University, a Diploma from Deakin University, further studies with SPAA, and CFP certification. He is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
How can Michael Toal help me with my retirement planning?
Michael can help you develop a comprehensive retirement plan that considers your financial goals, risk tolerance, and time horizon. He can provide advice on superannuation, investments, and income strategies to ensure a comfortable retirement.
What is the process of working with Michael Toal?
The process typically begins with an initial consultation to understand your financial situation and goals. Michael will then develop a tailored financial plan based on your needs and preferences. Regular reviews and adjustments will be made to ensure your plan remains on track.
What can I expect from a consultation with Michael Toal?
During a consultation with Michael, you can expect a thorough discussion of your financial situation, goals, and concerns. He will provide clear and concise explanations of complex financial concepts and offer tailored advice to help you make informed decisions.
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