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Michael Pappas

Financial Adviser

YX Ball Financial Pty Ltd
Melbourne, VIC 3004

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About

Michael Pappas is an ASIC-registered financial adviser based in Melbourne, VIC. With a solid foundation built upon a Bachelor of Business (Management) from Monash University (2006) and a Diploma of Financial Services (Financial Planning) from the Financial Services Institute of Australasia (2008), Michael has been providing trusted financial advice for over a decade. He also holds a Margin Lending and Gearing Certificate from Kaplan (2011), demonstrating his commitment to ongoing professional development. Michael is a proud member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia. Authorised to provide advice on a comprehensive range of financial products, Michael can assist you with: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Derivatives • Retirement Savings Accounts • Government Debt Securities Michael is dedicated to providing tailored financial solutions to help you achieve your financial goals. Whether you're planning for retirement, seeking to grow your wealth, or need to protect your family with insurance, Michael can provide expert guidance. Ready to take control of your financial future? Contact Michael Pappas today for a consultation.

Specialisations

Areas of Expertise

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

Client Types

Personal Investors SMSF Trust Structures Company Structures Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000436232

Verify on ASIC Register

Authorised Representative Number

000324780

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Michael Pappas offer?

Michael Pappas provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts and government debt securities.

What are Michael Pappas's qualifications?

Michael holds a Bachelor of Business (Management) from Monash University, a Diploma of Financial Services (Financial Planning) from the Financial Services Institute of Australasia, and a Margin Lending and Gearing Certificate from Kaplan.

What is the process for becoming a client of Michael Pappas?

The process typically starts with an initial consultation to understand your financial goals and current situation. Michael will then develop a tailored financial plan to help you achieve your objectives. Regular reviews are conducted to ensure the plan remains aligned with your needs.

What can I expect from a consultation with Michael Pappas?

During a consultation, you can expect a thorough assessment of your financial situation, a discussion of your goals and priorities, and clear explanations of potential strategies and solutions. Michael is committed to providing transparent and unbiased advice.

Is Michael Pappas a member of any professional associations?

Yes, Michael is a member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia.

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.