Financial Planning Services

Mike Sheridan CFP
Robert Kearney Dip FP

We are able to provide holistic financial planning services including:

  • Cash Flow Management and Budget Analysis
  • Superannuation Investment Advice
  • Estate Planning Support Services
  • Retirement and Age Care Planning Advice
  • Managing Debt and Debt Reduction Strategies
  • Advice on Deposit and Payment Products
  • Complying Annuities Advice
  • Corporate Superannuation Fund Advice
  • Account Based Pension Advice

Mike and Robert will provide a first appointment free of charge. During this appointment, they will break down your position, compartmentalise the issues of significance and provide direction. If you feel you would like to consider utilising our services after considering the information provided, 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.

Regarding advice on financial planning matters, Mike Sheridan and Cartier Financial Group Pty Ltd ABN 51 169 460 548 are Authorised Representatives (232698/458787) of MyPlanner Professional Services Pty Ltd ABN 51 159 696 830 (AFSL 425542).

Mike Sheridan is a sole director of Cartier Financial Group Pty Ltd.

Robert Kearney and Cartier Financial Group Pty Ltd ABN 51 169 460 548 are Authorised Representatives (1264981/458787) of MyPlanner Professional Services Pty Ltd ABN 51 159 696 830 (AFSL 425542).

Mike Sheridan is a registered tax (financial) advisor with the Australian Taxation Practitioners Board (Registration Number 24868253).