Michael Tobin
Financial Adviser
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About
Michael Tobin is an ASIC-registered financial adviser dedicated to helping individuals and families in Westlake, QLD, achieve their financial goals. With a strong foundation built upon a Certified Financial Planner certification from Deakin University (2003) and further qualifications in Margin Lending and Self-Managed Super Funds from KAPLAN Professional Education (2013), Michael possesses the knowledge and experience to provide comprehensive financial advice. 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 wide range of financial products, ensuring his clients receive tailored solutions to meet their unique needs. This includes superannuation, insurance, wealth management, and retirement planning. Michael can assist with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Michael Tobin today for a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What financial planning services does Michael Tobin offer?
Michael Tobin provides advice on superannuation, insurance, wealth management, and retirement planning. He is also authorised to advise on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Michael Tobin have?
Michael Tobin is a Certified Financial Planner with a certification from Deakin University. He also holds qualifications in Margin Lending and Self-Managed Super Funds from KAPLAN Professional Education.
How does Michael Tobin approach financial planning?
Michael develops tailored strategies based on your individual circumstances, financial goals, and risk tolerance. He provides ongoing support and guidance to help you stay on track.
What can I expect from my first meeting with Michael Tobin?
During your initial consultation, Michael will discuss your financial situation, goals, and priorities. He will then outline how he can help you achieve your objectives and provide an overview of his services and fees.
Why should I choose Michael Tobin as my financial advisor?
Michael Tobin is an experienced and qualified financial advisor dedicated to providing personalised advice and building long-term relationships with his clients. He is committed to helping you achieve your financial goals with tailored strategies and ongoing support.
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