Michael Wood
Financial Adviser
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About
Michael Wood is an ASIC-registered financial adviser dedicated to providing strategic financial guidance to individuals and families in Hawthorne, VIC. With a robust educational foundation including a Bachelor of Economics and a Bachelor of Laws from Monash University, Michael further solidified his expertise by earning the prestigious Chartered Financial Analyst (CFA) designation in 1992. As a member of the CFA Institute, Michael adheres to the highest ethical and professional standards, ensuring his clients receive advice that is both informed and trustworthy. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. This breadth of authorization allows Michael to tailor solutions to meet each client's unique needs and goals. Michael's key services include: • Superannuation advice, helping you maximize your retirement savings. • Wealth management, growing and protecting your assets. • Investment strategies, tailored to your risk tolerance and financial objectives. • Portfolio construction and review. • Advice on Securities and Derivatives. Ready to take control of your financial future? Contact Michael Wood today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Michael Wood offer?
Michael Wood provides advice on a range of financial products including superannuation, wealth management, securities, derivatives, and government debt securities. He tailors his advice to suit individual client needs.
What qualifications does Michael Wood have?
Michael Wood holds a Bachelor of Economics and a Bachelor of Laws from Monash University, and he is also a Chartered Financial Analyst (CFA).
What is the first step in working with Michael Wood?
The first step is to schedule an initial consultation. This allows Michael to understand your financial situation, goals, and risk tolerance. From there, he can develop a personalized financial plan tailored to your needs.
How does Michael Wood stay updated on financial market trends?
As a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute, Michael is committed to ongoing professional development. He continuously monitors market trends, attends industry conferences, and engages in research to stay informed and provide the best possible advice.
What can I expect during a financial planning meeting with Michael Wood?
During a meeting, you can expect a thorough discussion of your financial goals, current situation, and risk tolerance. Michael will explain different investment options, answer your questions, and collaboratively develop a plan designed to help you achieve your financial objectives.
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