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Michael Schnabel

Financial Adviser

Wealthmed Australia Pty Ltd
Birtinya, QLD 4575

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About

Michael Schnabel is an ASIC-registered financial adviser dedicated to helping individuals and families in Birtinya, QLD, achieve their financial goals. With over two decades of experience in the financial services industry, Michael holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA), earned in 1997. He has continually updated his knowledge with certifications in Margin Lending and Geared Investments from Kaplan Education Pty Limited (2010), SMSF expertise from the AMP & ICFS Specialist SMSF course at The University of Adelaide (2013), and as an Accredited Aged Care Professional from Aged Care Steps (2015). Michael is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He leverages this broad expertise to create tailored financial strategies that address each client's unique circumstances. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Wealth management strategies • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need assistance with superannuation or insurance, Michael is here to provide expert guidance. Contact Michael today to schedule a consultation and take the first step toward securing your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth management Insurance solutions Investment strategies Aged Care Financial Planning

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000519190

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Australian Business Number

63421575041

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Authorised Representative Number

000247605

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Frequently Asked Questions

What types of financial advice does Michael Schnabel offer?

Michael Schnabel provides advice on a wide range of financial matters, including superannuation, retirement planning, insurance, wealth management, and investments. He can help you with everything from setting up a financial plan to managing your existing investments.

What qualifications does Michael Schnabel have?

Michael holds a Diploma of Financial Planning from the FPA, a Margin Lending and Geared Investments certification from Kaplan, an SMSF Specialist certification from The University of Adelaide, and is an Accredited Aged Care Professional from Aged Care Steps. This ensures he has the knowledge and expertise to provide sound financial advice.

What can I expect during my first meeting with Michael Schnabel?

During your initial consultation, Michael will take the time to understand your financial situation, goals, and risk tolerance. He will then use this information to develop a personalized financial strategy that aligns with your needs. You can expect a friendly and professional environment where your questions are answered and your concerns are addressed.

How does Michael Schnabel stay up-to-date with the latest financial regulations and market trends?

Michael is committed to ongoing professional development and regularly attends industry conferences, workshops, and training sessions. This ensures he remains informed about the latest financial regulations, market trends, and investment strategies, allowing him to provide you with the most current and relevant advice.

Does Michael Schnabel offer advice on SMSFs?

Yes, Michael has completed the AMP & ICFS Specialist SMSF course at The University of Adelaide and is qualified to provide advice on Self-Managed Superannuation Funds (SMSFs). He can assist with all aspects of SMSF management, from setup to ongoing administration and investment strategies.

Get in Touch

Contact Michael directly for personalised advice.

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