Michael Allen
Financial Adviser
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About
Michael Allen is an ASIC-registered financial adviser dedicated to helping individuals and families in Thirroul and across Australia achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2007, Michael brings extensive experience and a commitment to providing tailored financial solutions. As a Certified Financial Planner (CFP) with the FPA and a member of the Financial Advice Association of Australia (FAAA), Michael adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to create holistic strategies that address your unique needs and aspirations. Michael can assist you with: • Superannuation advice to help you grow and protect your retirement savings. • Insurance solutions to safeguard you and your family against unforeseen events. • Wealth management strategies to build and preserve your assets. • Retirement planning to ensure a comfortable and secure future. Michael's commitment is to provide clear, unbiased advice, empowering you to make informed decisions about your financial future. Let Michael help you navigate the complexities of the financial landscape and achieve your dreams. Contact Michael today for a consultation and take the first step towards financial well-being.
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Frequently Asked Questions
What financial planning services does Michael Allen offer?
Michael Allen offers a range of services, including superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He can help you with all aspects of your financial life.
What are Michael Allen's qualifications?
Michael Allen holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) and is a Certified Financial Planner (CFP) with the FPA. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Michael Allen develop a financial plan for clients?
Michael works closely with each client to understand their individual needs, goals, and risk tolerance. He then develops a customized financial plan that addresses their specific circumstances and helps them achieve their objectives. This involves a thorough analysis of their current financial situation, followed by recommendations tailored to their needs.
What should I expect during my first meeting with Michael Allen?
During your first meeting with Michael, you can expect a friendly and informative discussion about your financial goals and current situation. He will explain his services and how he can help you achieve your objectives. There will be an opportunity for you to ask questions and determine if Michael is the right financial adviser for you.
What types of insurance advice can Michael provide?
Michael can provide advice on Investment Life Insurance and Life Risk Insurance, ensuring you have the right coverage to protect yourself and your family from unforeseen circumstances.
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