Michael Trajcevski
Financial Adviser
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About
Michael Trajcevski is an ASIC-registered financial adviser dedicated to helping clients in Southbank, VIC, and across Australia achieve their financial goals. With a strong foundation built upon a CPA Program from CPA Australia (2008) and a Diploma of Financial Services (Financial Planning) from PS146 Training Australia (2008), Michael brings a wealth of knowledge and experience to his practice. As a member of CPA Australia (CPA), he adheres to the highest ethical and professional standards. Michael is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for each client's unique circumstances. He specialises in superannuation advice, insurance solutions, and wealth management strategies, with a particular focus on retirement planning. Michael can advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment strategies Ready to take control of your financial future? Contact Michael today for a consultation and personalized financial plan.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Michael Trajcevski offer?
Michael Trajcevski provides advice on superannuation, insurance, wealth management, and retirement planning. He's authorized to advise on a range of products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Michael Trajcevski have?
Michael holds a CPA Program certification from CPA Australia (2008) and a Diploma of Financial Services (Financial Planning) from PS146 Training Australia (2008). He is also a member of CPA Australia (CPA).
What can I expect during my first consultation with Michael?
During your initial consultation, Michael will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a tailored strategy designed to help you achieve your financial objectives.
How can Michael help me with my retirement planning?
Michael can help you develop a comprehensive retirement plan that takes into account your current savings, projected income, and desired lifestyle. He can advise you on the best strategies for maximizing your superannuation and other investments to ensure a comfortable retirement.
Is Michael Trajcevski ASIC registered?
Yes, Michael Trajcevski is an ASIC-registered financial adviser.
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