Michael Holmes
Financial Adviser
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About
Michael Holmes is an ASIC-registered financial adviser based in Wangaratta, VIC, dedicated to helping individuals and families achieve their financial goals. With over two decades of experience in the financial services industry, Michael holds the prestigious Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia (FPA) since 2003, as well as a Diploma of Financial Planning (DFP1-8). He further enhanced his expertise with qualifications in Self Managed Superannuation Funds from Kaplan Professional and was awarded Fellow Chartered Financial Practitioner (FChFP) status by the Association of Financial Advisers (AFA) in 2011. Demonstrating a commitment to comprehensive advice, Michael also holds an Accreditation as an Aged Care Professional from Aged Care Steps (2016). As a member of the Financial Advice Association of Australia (FAAA), Michael is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice If you're looking for expert financial guidance and a personalised approach to achieving your financial aspirations, contact Michael Holmes today to schedule a consultation.
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Frequently Asked Questions
What financial planning services does Michael Holmes offer?
Michael Holmes specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He provides tailored strategies to help you achieve your financial goals.
What qualifications does Michael Holmes have?
Michael Holmes is a Certified Financial Planner (CFP), a Fellow Chartered Financial Practitioner (FChFP), and holds a Diploma of Financial Planning. He is also an Accredited Aged Care Professional.
How can Michael Holmes help me with my retirement planning?
Michael Holmes can help you develop a comprehensive retirement plan that considers your financial goals, risk tolerance, and lifestyle preferences. He provides expert advice on superannuation, investments, and income streams to ensure a comfortable retirement.
What is the process of working with Michael Holmes?
The process typically begins with an initial consultation to understand your financial situation and goals. Michael will then develop a personalised financial plan, implement the strategies, and provide ongoing support and reviews.
What should I expect during my first meeting with Michael Holmes?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Michael will explain his approach and how he can help you achieve your objectives.
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