Michael Wood
Financial Adviser
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About
Michael Wood is an ASIC-registered financial adviser based in Melbourne, VIC, committed to providing tailored financial solutions to help clients achieve their financial goals. With a solid educational foundation including a Bachelor of Commerce from Victoria University of Wellington (1994), a Diploma of Financial Services (Financial Planning) (2004), and an Advanced Diploma of Financial Services (Financial Planning) from IIT (2012), Michael possesses a comprehensive understanding of the financial landscape. Michael is authorized to provide advice on a wide range of financial products, ensuring clients receive well-rounded and informed guidance. This includes superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice to help you grow your retirement savings • Comprehensive insurance solutions to protect your assets and loved ones • Wealth management strategies tailored to your individual needs and goals • Retirement planning to ensure a comfortable and secure future • Investment advice to help you navigate the complexities of the market Ready to take control of your financial future? Contact Michael Wood today to schedule a consultation and discuss your specific needs.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Michael Wood offer?
Michael Wood provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Michael Wood have?
Michael Wood holds a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning), and an Advanced Diploma of Financial Services (Financial Planning).
What is the first step in working with Michael Wood?
The first step is to schedule a consultation to discuss your financial goals and needs. This allows Michael to understand your situation and determine how he can best assist you.
How can Michael Wood help me with retirement planning?
Michael can help you develop a comprehensive retirement plan that includes strategies for saving, investing, and managing your finances in retirement to ensure a comfortable and secure future.
What can I expect during a consultation with Michael Wood?
During a consultation, you can expect to discuss your current financial situation, your goals for the future, and any concerns you may have. Michael will then provide you with an overview of how he can help you achieve your financial objectives.
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