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Michael Milne

Financial Adviser

Milne Capital Pty Ltd
Brunswick East, VIC 3057

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Michael Milne is an ASIC-registered financial adviser dedicated to helping individuals and families in Brunswick East and across Victoria achieve their financial goals. With a strong educational foundation, including a Bachelor of Arts from RMIT and advanced diplomas in financial planning from Kaplan Professional and Kaplan Higher Education, Michael brings a wealth of knowledge and expertise to his clients. He is also a proud member of the Financial Advice Association of Australia (FAAA). Michael is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. His expertise extends to retirement planning, investment life insurance, life risk insurance, securities, and government debt securities. Michael is also equipped to provide guidance on retirement savings accounts and self-managed superannuation funds (SMSFs). Michael is committed to providing tailored advice to meet your unique needs. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Michael Milne 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 Retirement planning Superannuation advice Wealth accumulation Insurance solutions Investment strategies 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

000227232

Verify on ASIC Register

Authorised Representative Number

000242280

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Michael Milne offer?

Michael Milne provides advice on a broad range of financial products and services, including superannuation, retirement planning, wealth management, and insurance. He also offers guidance on investment life insurance, life risk insurance, securities, and government debt securities. He can also provide advice on retirement savings accounts and self-managed superannuation funds (SMSFs).

What qualifications does Michael Milne have?

Michael Milne holds a Bachelor of Arts (Criminal Justice Administration) from RMIT, a Diploma of Financial Planning from Kaplan Professional, an Introduction to Self Managed Superannuation Funds certification from Kaplan Professional, and a Graduate Diploma of Financial Planning from Kaplan Higher Education. He is also a member of the Financial Advice Association of Australia (FAAA).

What is the process of working with Michael Milne?

The process begins with an initial consultation to discuss your financial goals and current situation. Michael will then develop a personalised financial plan tailored to your specific needs. He will regularly review and adjust the plan as needed to ensure you stay on track to achieve your goals.

How can Michael Milne help me with my superannuation?

Michael can provide advice on various aspects of superannuation, including choosing the right fund, consolidating your super accounts, and developing a retirement income strategy. He is also qualified to provide advice on self-managed superannuation funds (SMSFs).

What should I expect during my first meeting with Michael?

During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Michael will take the time to understand your needs and explain how he can help you achieve your financial aspirations.

Get in Touch

Contact Michael directly for personalised advice.

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