Contact Mike 0458 148 360

Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL 229892

Michael Tidy

Senior Financial Planner

Michael has been in the Financial Services Industry since 2003 having been employed in Adviser and Senior Management roles

As an Authorised Representative Michael provides advice on a range of life stage topics from Wealth Accumulation and Personal Insurance to Retirement and Estate Planning. Michael has a particular focus on retirement advice with extensive knowledge on

Centrelink related entitlements. He is passionate about ensuring his clients head into this stage of their life knowing they have the best advice available to them.

Qualifications and memberships

  • Advanced Diploma (Financial Planning)
  • Cavendish & ICFS Specialist SMSF

Services

Michael is authorised to provide advice on the following strategies and products:

Savings and wealth creation strategies

Retirement Income Streams

Superannuation Planning

Superannuation products

Retirement Planning

Personal and group Insurance

Business Insurance

Risk and Insurance Analysis

Managed Investments

Master Trust Products

Cash Management Trusts

Self-Managed Superfunds

Aged Care