Qualifications: DipFS(Broking) AAII(Part 1) Dip Fin Planning Additional: As well as offering a General Insurance Broking Service, Mike also is an authorised representative of Financial Lifestyle Solutions, offering Financial Planning and Life Insurance (Authorised Rep of Financial Lifestyle Solutions Authorised Rep #237893) services to clients of Brookvale Insurance Brokers.
FULL FINANCIAL PLANNING
Including advice & assistance on how you can meet your financial needs and life goals through the proper management of:
? Managed Investment & Gearing strategies
? Superannuation accumulation and advice pending retirement
? Social Security entitlements in retirement
? Income Streams in retirement
? Risk insurance
RISK INSURANCE
Assess the need for and provide advice on effecting the following cover:
? Term Life Insurance
? Total & Permanent Disablement Insurance
? Trauma Insurance
? Income Protection & Business Expenses Insurance
? Share Purchase Insurance
? Keyman Insurance
? Guarantor Protection Insurance
