Michael Loenen
Financial Adviser
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About
Michael Loenen is an ASIC-registered financial adviser based in Fortitude Valley, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Michael holds a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Mentor Education, as well as a Bachelor of Commerce (major in Finance) from the University of Southern Queensland. Furthering his expertise, he has completed specialist training in Self Managed Superannuation Funds and the Accredited Listed Product Adviser Program from Kaplan Professional. As a member of the Financial Advice Association of Australia (FAAA), Michael adheres to the highest ethical and professional standards. He is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're looking to build your wealth, protect your family's future, or plan for a comfortable retirement, Michael can provide the expert guidance you need. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Ready to take control of your financial future? Contact Michael Loenen today for 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 Loenen provide?
Michael Loenen is authorised to provide advice on superannuation, insurance, wealth management, and retirement planning. He can help you with everything from building your wealth to protecting your family's future and planning for a comfortable retirement.
What qualifications does Michael Loenen have?
Michael holds a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Mentor Education, as well as a Bachelor of Commerce (major in Finance) from the University of Southern Queensland. He also has specialist training in Self Managed Superannuation Funds and is an Accredited Listed Product Adviser.
What is Michael Loenen's approach to financial planning?
Michael takes a tailored approach to financial planning, taking the time to understand your individual circumstances, goals, and risk tolerance. He then develops a personalised strategy to help you achieve your financial objectives.
How does the process work when working with Michael Loenen?
The process typically begins with an initial consultation to discuss your financial situation and goals. Michael will then develop a financial plan and present it to you for review. Once you're happy with the plan, he'll help you implement it and provide ongoing support and advice.
What should I expect from a consultation with Michael Loenen?
During a consultation with Michael, you can expect a friendly and professional environment where you can openly discuss your financial concerns and aspirations. He will listen carefully to your needs and provide clear, concise, and easy-to-understand advice.
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