Michael Brandt
Financial Adviser
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About
Michael Brandt is an ASIC-registered financial adviser based in Sydney, NSW, committed to helping clients achieve their financial goals with tailored and strategic advice. Michael's extensive education and experience underpin his expertise. He holds a Bachelor of Applied Finance and a Bachelor of Commerce (Accounting) from Macquarie University, alongside a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education and MLC Australia respectively. Further enhancing his credentials, Michael is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA) and has specialist accreditations in Self-Managed Superannuation Funds, Tier 1 Margin Lending Personal Advice, and Aged Care. As an authorised financial adviser, Michael can provide advice on a broad range of financial products including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He is also a member of the Financial Advice Association of Australia (FAAA). Michael delivers holistic advice, focusing on your unique circumstances and aspirations. • Superannuation advice and SMSFs • Retirement planning and income strategies • Investment advice and wealth creation • Insurance and risk management • Aged Care Financial Advice Ready to take control of your financial future? Contact Michael today for a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Michael Brandt offer?
Michael Brandt specialises in superannuation advice, retirement planning, wealth management, insurance, and aged care financial advice. He provides tailored strategies to help you achieve your financial goals.
What are Michael Brandt's qualifications and experience?
Michael Brandt holds a Bachelor of Applied Finance and a Bachelor of Commerce (Accounting) from Macquarie University, a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education and MLC Australia respectively. He is also a Certified Financial Planner (CFP) with the FAAA and has specialist accreditations in Self-Managed Superannuation Funds, Tier 1 Margin Lending Personal Advice, and Aged Care.
How does Michael Brandt approach financial planning?
Michael takes a holistic approach, focusing on understanding your individual circumstances, goals, and risk tolerance to develop a personalized financial plan. He prioritizes building long-term relationships with his clients, providing ongoing support and guidance.
What should I expect during my first meeting with Michael Brandt?
During your initial consultation, Michael will discuss your current financial situation, your short-term and long-term goals, and your risk tolerance. This meeting is an opportunity for you to ask questions and for Michael to understand your needs before developing a financial strategy.
How can Michael Brandt help me with my superannuation?
Michael can provide advice on various aspects of superannuation, including choosing the right fund, consolidating your superannuation accounts, setting up a Self-Managed Superannuation Fund (SMSF), and developing a retirement income strategy. He can help you maximize your superannuation benefits and plan for a comfortable retirement.
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