Michael Bloom
Financial Adviser
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About
Michael Bloom is an ASIC-registered financial adviser based in Pymble, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Michael holds a Diploma of Financial Services from Tribeca (2004), completed studies in Ethics and Professionalism in Financial Advice from Kaplan (2020), passed the FASEA Exam (2020), and holds a Graduate Diploma of Financial Planning from Kaplan (2024). As a member of the Financial Advice Association of Australia (FAAA), Michael adheres to the highest ethical and professional standards. Michael is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice With a commitment to building long-term relationships based on trust and transparency, Michael works closely with his clients to understand their unique circumstances and develop personalized financial plans. Ready to take control of your financial future? Contact Michael today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Michael Bloom offer?
Michael Bloom provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products including life insurance, securities and government debt securities.
What qualifications does Michael Bloom have?
Michael holds a Diploma of Financial Services, completed Ethics and Professionalism training, passed the FASEA Exam, and has a Graduate Diploma of Financial Planning.
How does Michael Bloom approach financial planning?
Michael focuses on building long-term relationships with clients, understanding their individual circumstances, and creating personalized financial plans to help them achieve their goals.
What can I expect during my first meeting with Michael Bloom?
During your initial consultation, Michael will discuss your current financial situation, your goals, and your risk tolerance. This will help him to develop a tailored financial strategy to suit your needs.
Is Michael Bloom a member of any professional organizations?
Yes, Michael is a member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to high professional and ethical standards.
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