Michael Bennett
Financial Adviser
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About
Michael Bennett is an ASIC-registered financial adviser dedicated to helping individuals and families in Red Hill, WA, achieve their financial goals. With a Diploma of Financial Planning from Deakin University/Financial Planning Association (2003) and Specialist Accreditation from the SMSF Association (2018), Michael possesses a strong foundation of knowledge and expertise. As an authorised representative, Michael can provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also well-versed in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. A commitment to ongoing professional development is demonstrated by Michael's memberships with the Financial Advice Association of Australia (FAAA) and the SMSF Association. Michael understands that every client is unique, so he takes the time to understand your individual circumstances and goals before providing tailored advice. Whether you're planning for retirement, managing your investments, or protecting your family's future, Michael is here to help. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • SMSF Advice Ready to take control of your financial future? Contact Michael Bennett today for a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Michael Bennett offer?
Michael Bennett specialises in superannuation advice, retirement planning, wealth management, insurance solutions, and SMSF advice. He provides tailored solutions to help you achieve your financial goals.
What are Michael Bennett's qualifications?
Michael holds a Diploma of Financial Planning from Deakin University/Financial Planning Association and Specialist Accreditation from the SMSF Association. He is also a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
What is the process for becoming a client of Michael Bennett?
The process typically begins with an initial consultation to discuss your financial goals and circumstances. Michael will then develop a tailored financial plan to help you achieve your objectives. Ongoing reviews and adjustments are made as needed to ensure your plan remains aligned with your evolving needs.
What can 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. He will explain his services in detail and answer any questions you may have. This is an opportunity for you to get to know Michael and determine if he is the right financial adviser for you.
Does Michael Bennett provide advice on Self-Managed Super Funds (SMSFs)?
Yes, Michael is an SMSF Association Specialist and provides comprehensive advice on all aspects of SMSFs, including establishment, management, and compliance.
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