Michael Borjesson
Financial Adviser
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About
Michael Borjesson is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping clients achieve their financial goals with clarity and confidence. With a solid foundation built upon a Bachelor of Business (Economics) from Queensland University of Technology (1996) and a Graduate Diploma of Applied Finance & Investment from FINSIA (1999), Michael achieved the CFP designation from the FPA in 2003. Michael stays up-to-date in this dynamic industry, completing Ethics and Professional Relationships training at QUT in 2020. As a member of the Financial Advice Association of Australia (FAAA), Michael adheres to the highest professional and ethical standards. He is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. This allows him to create tailored strategies to meet each client’s unique circumstances and aspirations. Michael offers a comprehensive suite of services designed to simplify and enhance your financial well-being: • Superannuation advice to help you plan for a comfortable retirement • Insurance solutions to protect you and your family from unforeseen events • Wealth management strategies to grow and preserve your assets • Investment advice tailored to your risk tolerance and goals • Securities and Government Debt Securities advice to help diversify your portfolio Ready to take control of your financial future? Contact Michael today for a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Michael Borjesson provide?
Michael provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. He can help you with retirement planning, investment strategies, and protecting your assets.
What are Michael Borjesson's qualifications and experience?
Michael holds a Bachelor of Business (Economics) from Queensland University of Technology, a Graduate Diploma of Applied Finance & Investment from FINSIA, and the CFP designation from the FPA. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Michael Borjesson develop a financial plan for his clients?
Michael works closely with each client to understand their financial situation, goals, and risk tolerance. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives. This includes regular reviews and adjustments as needed.
What can I expect during my first meeting with Michael?
During your initial consultation, Michael will discuss your financial goals, current situation, and any concerns you may have. He will explain his approach to financial planning and answer any questions you have. This meeting is an opportunity for you to get to know Michael and determine if he is the right financial adviser for you.
How can Michael Borjesson help me with my superannuation?
Michael can provide advice on all aspects of superannuation, including choosing a fund, contributing to super, consolidating multiple accounts, and developing a retirement income strategy. He can help you make informed decisions about your superannuation to ensure you have a comfortable retirement.
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