Financial Planning

Mike has been a "Certified Financial Planner Designate" with the Financial Planning Association of Australia since 1997 and a member since 1993, and over the years has helped thousands of people structure their affairs.

Mike provides holistic advice including:

  • Share and Managed Investments (see Shares and Investment Fund Section)
  • Personal Insurance Services (see Shares and Investment Fund Section)
  • Superannuation investment (see Shares and Investment Fund Section)
  • Self Managed Super Fund Structuring and Investment (see Shares and Investment Fund Section)
  • Cash Flow and Budgeting
  • Estate Planning Support Servies

Mike will provide first appointment free of charge. During this appointment, he will break down your complete position, compartmentalise your affairs and provide direction. If you feel you would like to consider his services after consideration of the information, another appointment can be made free of charge to clarify services and costs.

If you are then comfortable an appointment can be made to move forward.

For an obligation free consultation, contact: 07 3862 2399 or 0499 997 280 for priority support.

Cartier Financial Group Pty Ltd and Mike Sheridan are Authorised Representatives (No. 458787/232698) of MyPlanner Australia Pty Ltd AFSL No. 345905

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