Michael Werry
Financial Adviser
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About
Michael Werry is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a Bachelor of Economics from the Australian National University (1995) and a Diploma of Financial Planning from Deakin University (2004), Michael brings a wealth of knowledge and experience to every client relationship. Michael is authorized to provide advice on a broad range of financial products, ensuring that clients receive well-rounded and effective solutions. His expertise covers superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. This allows him to create personalised plans that address each client's unique circumstances and aspirations. Key services include: • Superannuation advice to help you grow your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies to maximise your investments • Investment advice to build long-term financial security • Life Risk Insurance to provide peace of mind Whether you are planning for retirement, seeking to grow your wealth, or need to protect your assets, Michael can provide the expert guidance you need. Contact Michael today to schedule a consultation and take the first step towards a more secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Michael Werry provide?
Michael Werry is authorized to provide advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. This allows him to create comprehensive financial plans tailored to your individual needs.
What qualifications does Michael Werry have?
Michael Werry holds a Bachelor of Economics from the Australian National University (1995) and a Diploma of Financial Planning from Deakin University (2004).
What is the process for becoming a client of Michael Werry?
The first step is to schedule a consultation. During this meeting, Michael will discuss your financial goals, assess your current situation, and explain how he can help you achieve your objectives. From there, he will develop a personalized financial plan tailored to your needs.
How can wealth management advice from Michael Werry benefit me?
Wealth management advice can help you grow your investments, manage your assets effectively, and plan for long-term financial security. Michael will work with you to develop a strategy that aligns with your risk tolerance and financial goals.
What should I expect during my initial consultation with Michael?
During your initial consultation, you can expect a thorough discussion of your financial situation, goals, and concerns. Michael will explain his services and how he can help you achieve your objectives. This is also an opportunity for you to ask any questions you may have.
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