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Michael Kakaras

Financial Adviser

ANC Wealth Pty Ltd
Albert Park, VIC 3206

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About

Michael Kakaras is an ASIC-registered financial adviser based in Albert Park, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With over two decades of experience in the financial services industry, Michael holds a Graduate Diploma of Financial Planning from Deakin University (2022) and earned the Certified Financial Planner designation from the FPA in 1999. He has also completed specialist training, including a Self Managed Super Fund Course from Integretec (2003), ASX Securities through Kaplan (2009), and Margin Lending through Kaplan (2010). Michael is a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a wide range of financial products, Michael specialises in superannuation advice, insurance solutions, and comprehensive wealth management strategies. He assists clients with retirement planning, investment life insurance, life risk insurance, securities, and retirement savings accounts, as well as government debt securities. Michael is passionate about providing strategies to help you grow and protect your assets. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Michael today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance solutions Investment advice SMSF advice

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

000490542

Verify on ASIC Register

Authorised Representative Number

000250846

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Michael Kakaras offer?

Michael Kakaras specialises in superannuation advice, insurance solutions, wealth management, and retirement planning. He can also provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.

What are Michael Kakaras's qualifications?

Michael is a Certified Financial Planner (FPA), holds a Graduate Diploma of Financial Planning from Deakin University, and has completed specialist training in self-managed super funds, ASX securities, and margin lending.

What can I expect during my first meeting with Michael?

During your first meeting, Michael will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalised financial plan tailored to your specific needs.

How can wealth management help me?

Wealth management can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your financial portfolio. Michael can work with you to create a plan that helps you achieve your financial goals.

Is Michael Kakaras qualified to provide SMSF advice?

Yes, Michael has completed a Self Managed Super Fund Course and is qualified to provide advice on self-managed super funds.

Get in Touch

Contact Michael directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.