Michael Peart
Financial Adviser
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About
Michael Peart is an ASIC-registered financial adviser based in South Yarra, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Michael holds a Master of Finance from the Royal Melbourne Institute of Technology (2018) and a Graduate Diploma in Financial Planning from Western Sydney University (2022), ensuring he possesses a strong foundation of knowledge and skills to provide informed guidance. Authorised to advise on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning, Michael delivers holistic solutions designed to meet each client's unique circumstances and aspirations. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Michael is committed to building long-term relationships with his clients, based on trust, transparency, and a deep understanding of their needs. Whether you're planning for retirement, managing your investments, or seeking to protect your assets, Michael can provide the expert advice you need to make informed decisions. Contact Michael today to discuss your financial future and how he can help you achieve your goals.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Michael Peart offer?
Michael Peart provides advice on a range of areas including superannuation, insurance, wealth management, retirement planning, and investments. He tailors his advice to suit your individual needs and financial goals.
What qualifications does Michael Peart have?
Michael holds a Master of Finance from the Royal Melbourne Institute of Technology and a Graduate Diploma in Financial Planning from Western Sydney University. These qualifications equip him with the knowledge and skills to provide sound financial advice.
How does Michael Peart approach financial planning?
Michael focuses on building long-term relationships with his clients. He takes the time to understand your current financial situation, your goals, and your risk tolerance to develop a personalized financial plan.
What should I expect during my first meeting with Michael Peart?
During your initial consultation, Michael will discuss your financial goals, gather information about your current financial situation, and explain his services in detail. This meeting is an opportunity for you to ask questions and determine if Michael is the right financial adviser for you.
Can Michael Peart help me with my superannuation?
Yes, Michael can provide advice on all aspects of superannuation, including choosing a fund, contributing to your super, and planning for retirement income.
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