Michael Rodrigues
Financial Adviser
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About
Michael Rodrigues is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with clarity and confidence. With a strong academic foundation including a Master of Financial Planning from Kaplan Higher Education and specialist qualifications such as the SMSF Specialist Advisor accreditation from the SMSF Association, Michael brings a wealth of knowledge and expertise to every client interaction. He is also committed to ongoing professional development, evidenced by his recent accreditation as an Aged Care Professional. As a Certified Financial Planner (CFP) and Certified Financial Strategist (CFS), Michael adheres to the highest ethical and professional standards. He is a proud member of the Association of Independently Owned Financial Professionals (AIOFP), the Financial Advice Association of Australia (FAAA) and the SMSF Association. Michael is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management and retirement planning. He can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Michael is passionate about providing tailored advice that meets each client’s specific needs and circumstances. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions 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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Frequently Asked Questions
What types of financial advice does Michael Rodrigues offer?
Michael Rodrigues provides advice on a range of financial products and strategies, including superannuation, retirement planning, wealth management, and insurance solutions. He can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications and memberships does Michael Rodrigues hold?
Michael holds a Master of Financial Planning from Kaplan Higher Education, is an SMSF Specialist Advisor, an Accredited Aged Care Professional, a Certified Financial Planner (CFP), and a Certified Financial Strategist (CFS). He is a member of the Association of Independently Owned Financial Professionals (AIOFP), the Financial Advice Association of Australia (FAAA) and the SMSF Association.
What is the process for becoming a client of Michael Rodrigues?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Michael will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving needs.
What should I expect during my first meeting with Michael?
During your initial consultation, Michael will take the time to understand your financial goals, risk tolerance, and current financial situation. He will explain his approach to financial planning and answer any questions you may have. The goal is to establish a strong foundation for a long-term, collaborative relationship.
Does Michael Rodrigues specialise in any particular area of financial advice?
Yes, Michael has specialist expertise in Self-Managed Superannuation Funds (SMSFs) and Aged Care, demonstrated by his SMSF Specialist Advisor accreditation and Accredited Aged Care Professional status.
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