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