Michael Poulton
Financial Adviser
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About
Michael Poulton is an ASIC-registered financial adviser based in Ballarat Central, dedicated to providing comprehensive financial advice tailored to your unique needs. With a Bachelor of Business from Ballarat University College (1993), Michael has built a strong foundation in finance and accounting. He is also a Certified Practising Accountant (CPA) with CPA Australia (1997) and holds a Financial Planning Specialist designation from CPA Australia (2002). Michael's extensive qualifications extend to specialist areas, including Self Managed Superannuation Funds (Tribeca, 2004) and Margin Lending and Geared Investments (Kaplan, 2010). This diverse skillset allows him to offer expert advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered by Michael include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Whether you're planning for retirement, seeking to grow your wealth, or require expert guidance on superannuation, Michael provides personalised strategies to help you achieve your financial goals. Contact Michael Poulton today to arrange a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Michael Poulton offer?
Michael Poulton provides advice on a range of financial areas, including superannuation, retirement planning, wealth management, and insurance. He can also assist with investment strategies and Self Managed Superannuation Funds (SMSFs).
What are Michael Poulton's qualifications?
Michael holds a Bachelor of Business from Ballarat University College, is a Certified Practising Accountant (CPA), and a Financial Planning Specialist with CPA Australia. He also holds specialist qualifications in Self Managed Superannuation Funds and Margin Lending and Geared Investments.
How does Michael Poulton approach financial planning?
Michael takes a personalised approach, focusing on understanding your individual needs and goals. He then develops tailored strategies to help you achieve your financial objectives, providing ongoing support and advice along the way.
What should I expect during my first consultation with Michael?
During your initial consultation, Michael will discuss your current financial situation, your goals, and any concerns you may have. This will help him understand your needs and develop a suitable financial plan. There is no obligation to proceed after the initial consultation.
Does Michael Poulton specialise in Self Managed Superannuation Funds (SMSFs)?
Yes, Michael has specialist qualifications in Self Managed Superannuation Funds and can provide expert advice on all aspects of SMSF management.
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