WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
MB

Michael Bournazi

Financial Adviser

FM Financial
Wheelers Hill, VIC 3150

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Michael Bournazi is an ASIC-registered financial adviser dedicated to helping individuals and families in Wheelers Hill and across Victoria achieve their financial goals. With a strong educational foundation comprising a Diploma of Financial Planning and dual Bachelor of Business degrees in Accountancy and Financial Planning from RMIT, Michael offers well-informed and comprehensive financial advice. Authorised to provide advice on a broad range of financial products, Michael can assist with superannuation, insurance, wealth management, and retirement planning. He also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, Michael can provide tailored solutions to meet your needs. Contact Michael today to arrange a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000232705

Verify on ASIC Register

Authorised Representative Number

001307823

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice can Michael Bournazi provide?

Michael is authorised to provide 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 Bournazi have?

Michael holds a Diploma of Financial Planning and dual Bachelor of Business degrees in Accountancy and Financial Planning from RMIT.

How can wealth management advice from Michael Bournazi help me?

Michael can help you develop strategies to grow and protect your wealth through tailored investment advice, asset allocation, and ongoing portfolio management.

What should I expect during my first meeting with Michael?

During your first meeting, Michael will take the time to understand your current financial situation, future goals, and risk tolerance. This information will then be used to develop a personalised financial plan tailored to your specific needs.

Does Michael offer advice on retirement planning?

Yes, Michael specialises in retirement planning and can help you develop a strategy to achieve your retirement goals, including superannuation optimisation, pension planning, and investment strategies.

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.