Contact Mike 0458 148 360
Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL 229892
Michael Tidy
Senior Financial Planner
Michael has been involved in financial services for over 20 years advising clients about managing their wealth including investments, superannuation, retirement incomes, estate planning and personal insurances.
Michael holds a Diploma of Financial Advising and has completed other studies including Cavendish’s ICFS Specialist SMSF Course through the University of Adelaide
Michael’s approach to client conversations is to explain strategies in an easy-to-understand, jargon-free manner and develop an ongoing relationship to help achieve the client’s financial goals.
To be supported through various stages of your financial journey and to have a professional by your side that you can rely on to provide you with clear financial guidance is crucial. Central to Michael’s approach in helping clients make smart and considered decisions about their money and life, the financial plan provided will help guide you towards peace of mind and a secure future for your family.
Qualifications and memberships
- Advanced Diploma (Financial Planning)
- Cavendish & ICFS Specialist SMSF
Services
Michael is authorised to provide advice on the following strategies and products:Deposit and Payment Products
Government Debentures, Stocks or Bonds
Life Products
Managed Investment Schemes
Retirement Savings Account Products
Securities
Superannuation (excluding Self Managed Superannuation Fund)
Tax (financial) advice services