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Michael Mansfield

Michael Mansfield

Financial Adviser

Morgans Brighton (operated by Antaeus Investment Trading Pty Ltd)
Brighton, VIC 3186

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About

Michael Mansfield is an ASIC-registered financial adviser based in Brighton, Victoria, dedicated to helping clients achieve their financial goals with clarity and confidence. Michael's commitment to excellence is reflected in his comprehensive education, holding a Bachelor of Commerce from Deakin University (1994), a Master of Business Administration from Melbourne University (2004), and a Diploma of Financial Planning from Kaplan (2013). He also completed Ethics and Professional Relationships training at QUT in 2020, ensuring he operates with the highest ethical standards. Michael is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He leverages his extensive knowledge and experience to create tailored strategies that align with each client's unique circumstances and aspirations. Key services offered include: • Superannuation advice to optimize retirement savings • Comprehensive wealth management strategies for long-term financial security • Investment advice on securities and government debt securities • Personalized financial planning to achieve your life goals Ready to take control of your financial future? Contact Michael today to schedule a consultation and discover how he can help you build a brighter tomorrow.

Specialisations

Areas of Expertise

Securities Government Debt Securities Superannuation strategies Wealth accumulation Retirement planning Securities investment Financial planning

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000315765

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Michael Mansfield offer?

Michael Mansfield provides advice on superannuation, wealth management, securities, and government debt securities. He creates personalized financial plans tailored to your individual needs and goals.

What are Michael Mansfield's qualifications?

Michael holds a Bachelor of Commerce from Deakin University, a Master of Business Administration from Melbourne University, and a Diploma of Financial Planning from Kaplan. He also completed Ethics and Professional Relationships training at QUT.

What can I expect during my first meeting with Michael?

During your initial consultation, Michael will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your objectives and answer any questions you may have.

How can wealth management strategies benefit me?

Wealth management strategies can help you grow and protect your assets, plan for retirement, and achieve your financial goals. Michael will work with you to develop a customized plan that meets your specific needs and circumstances.

How does Michael Mansfield stay up-to-date with industry changes?

Michael is committed to ongoing professional development and regularly attends industry conferences and training sessions to stay informed about the latest changes in financial regulations and investment strategies.

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.