Michael Lobodarz
Financial Adviser
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About
Michael Lobodarz is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with clarity and confidence. With over two decades of experience in the financial services industry, Michael holds a Diploma of Financial Planning from Deakin (2002) and earned the prestigious Certified Financial Planner designation from the Financial Planning Association in 2002. Furthering his expertise, he completed a Certificate IV in Financial Services (2009) and a Diploma in Financial Services (2011) from AAMC, and the ASX Accredited Listed Products Adviser (ALPA) Programme from Kaplan in 2013. As an active member of the Mortgage & Finance Association of Australia (MFAA), Michael upholds the highest standards of professionalism and ethical conduct. Michael is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring his clients receive well-rounded and tailored financial solutions. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Michael Lobodarz 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 Lobodarz offer?
Michael Lobodarz provides advice on a broad range of financial areas, including superannuation, retirement planning, wealth management, and insurance. He is authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Michael Lobodarz's qualifications and experience?
Michael is a Certified Financial Planner with a Diploma of Financial Planning from Deakin. He has over 20 years of experience in the financial services industry and is also an ASX Accredited Listed Products Adviser.
How can Michael Lobodarz help me with my retirement planning?
Michael can help you develop a comprehensive retirement plan tailored to your individual needs and goals. He will assess your current financial situation, project future income and expenses, and recommend strategies to maximise your retirement savings and income streams.
What is the process for working with Michael Lobodarz?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Michael will then develop a personalised financial plan based on your needs and preferences. He will meet with you regularly to review your plan and make adjustments as needed.
What should I expect during my first meeting with Michael Lobodarz?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Michael will explain his services and how he can help you achieve your financial objectives. There is no obligation to proceed after the initial consultation.
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