Michael Rees-Evans
Financial Adviser
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About
Michael Rees-Evans is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through tailored advice and comprehensive financial planning strategies. With a Diploma of Financial Planning (FPAA), certification as a Financial Planner (CFP) and a Masters of Management in Financial Management from Macquarie Graduate School of Management, Michael brings a wealth of knowledge and experience to his practice. He further holds specialist accreditation as an SMSF Advisor with the SMSF Association and has completed his Certificate IV in Finance and Mortgage Broking. As an active member of the Financial Advice Association of Australia (FAAA), the Institute of Managed Account Professionals (IMAP), the SMSF Association, and The Tax Institute, Michael is committed to upholding the highest professional and ethical standards. Michael is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also able to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice • Wealth management • Retirement planning • Insurance solutions • Investment strategies Whether you're planning for retirement, seeking to grow your wealth, or require guidance on superannuation or insurance, Michael can help you navigate the complexities of the financial landscape. Contact Michael today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What services does Michael Rees-Evans provide?
Michael Rees-Evans provides a comprehensive range of financial advisory services, including superannuation advice, wealth management, retirement planning, and insurance solutions. He also provides investment advice and advice on securities and government debt.
What qualifications does Michael Rees-Evans have?
Michael holds a Diploma of Financial Planning, is a Certified Financial Planner, and has a Masters of Management in Financial Management. He is also an SMSF Specialist Advisor and has a Certificate IV in Finance and Mortgage Broking.
What is the first step in working with Michael Rees-Evans?
The first step is to schedule an initial consultation. This allows us to discuss your financial goals, assess your current situation, and determine how Michael can best assist you in achieving your objectives.
What professional organisations is Michael Rees-Evans a member of?
Michael is a member of the Financial Advice Association of Australia (FAAA), the Institute of Managed Account Professionals (IMAP), the SMSF Association, and The Tax Institute.
How can financial planning help me?
Financial planning provides a roadmap for achieving your financial goals. It helps you make informed decisions about saving, investing, and managing your money, leading to greater financial security and peace of mind. It also helps you prepare for retirement and protect your assets.
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