Michael Jordan
Financial Adviser
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About
Michael Jordan is an ASIC-registered financial adviser based in Launceston, Tasmania, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce from the University of Tasmania (2003) and a Graduate Diploma of Applied Finance from Kaplan Professional (2008), Michael possesses a strong foundation in financial principles. Further enhancing his expertise, he completed studies in Margin Lending and Geared Investments through Kaplan Professional in 2011. As a member of the Financial Advice Association of Australia (FAAA), Michael adheres to the highest ethical and professional standards. He is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. Michael specializes in retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities, ensuring his clients receive well-rounded and informed guidance. Michael provides personalised services to address your financial needs: • Superannuation advice to help you grow your retirement savings • Comprehensive insurance solutions to protect you and your family • Wealth management strategies to build and preserve your assets • Retirement planning to ensure a comfortable and secure future • Investment advice tailored to your individual risk profile and goals Ready to take control of your financial future? Contact Michael Jordan today to schedule a consultation and discover how his expertise can benefit you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Michael Jordan offer?
Michael Jordan provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. He tailors his advice to meet your individual needs and goals.
What are Michael Jordan's qualifications and experience?
Michael holds a Bachelor of Commerce from the University of Tasmania and a Graduate Diploma of Applied Finance from Kaplan Professional. He has also completed studies in Margin Lending and Geared Investments. He is a member of the Financial Advice Association of Australia (FAAA) and an ASIC-registered financial adviser with years of experience in the financial services industry.
What can I expect during my first consultation with Michael?
During your initial consultation, Michael will take the time to understand your financial situation, goals, and risk tolerance. He will then provide you with an overview of how he can help you achieve your objectives and answer any questions you may have. This meeting is an opportunity for you to get to know Michael and determine if his services are the right fit for you.
How does Michael Jordan develop a financial plan?
Michael Jordan develops a financial plan by first understanding your financial situation, goals, and risk tolerance. He then uses this information to create a customized plan that addresses your specific needs. He regularly reviews and adjusts the plan as your circumstances change to ensure it remains aligned with your goals.
How is Michael Jordan compensated for his services?
Michael's compensation may be fee-based, commission-based, or a combination of both. This will be fully disclosed and discussed upfront, ensuring transparency and allowing you to make an informed decision. He will explain the different compensation options and help you choose the one that best suits your needs.
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