Michael Jurleka
Financial Adviser
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About
Michael Jurleka is an ASIC-registered financial adviser based in Perth, Western Australia, dedicated to helping clients achieve their financial goals. With a Bachelor of Business (Finance) from Edith Cowan University (1995) and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia (1999), Michael possesses a strong foundation in financial principles and investment strategies. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA), demonstrating his commitment to upholding the highest professional standards. Michael is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives and government debt securities. This broad authorization allows him to create tailored financial plans to suit each client's unique circumstances and aspirations. • Superannuation advice, including contribution strategies and pension planning • Comprehensive insurance solutions to protect your assets and family • Wealth management strategies to grow and preserve your wealth • Investment advice on securities, derivatives, and government debt securities • Strategic advice on Investment Life Insurance and Life Risk Insurance Whether you're planning for retirement, seeking to grow your investments, or needing to protect your family's financial future, Michael can provide expert guidance and support. Contact Michael Jurleka today to schedule a consultation and take the first step towards financial security.
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Frequently Asked Questions
What types of financial advice does Michael Jurleka offer?
Michael Jurleka provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives and government debt securities. He can help you with retirement planning, investment strategies, and protecting your assets.
What are Michael Jurleka's qualifications?
Michael holds a Bachelor of Business (Finance) from Edith Cowan University and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA).
What can I expect during my first consultation with Michael Jurleka?
During your initial consultation, Michael will take the time to understand your financial situation, goals, and risk tolerance. He will then discuss potential strategies and solutions tailored to your specific needs. This is an opportunity for you to ask questions and learn more about how Michael can help you achieve your financial objectives.
How does Michael Jurleka create a financial plan?
Michael creates personalised financial plans by first assessing your current financial position, understanding your future goals, and evaluating your risk tolerance. He then develops a tailored strategy that aligns with your specific needs and objectives, regularly reviewing and adjusting the plan as your circumstances change.
Why should I choose Michael Jurleka as my financial advisor?
Michael Jurleka provides ASIC-registered financial advice with expertise in superannuation, wealth management and insurance. He is committed to providing tailored advice, and building long-term relationships with his clients. His memberships with professional bodies demonstrates his dedication to ethical and professional standards.
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