SPECIALISATION
Estate Planning
Estate
Planning
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
Super
Super

Michael
Saunders

Senior Financial Planner
Perth
Western Australia
IN THEIR OWN WORDS

Michael specialises in retirement, superannuation, investment and personal risk advice with over 20 years’ experience working with clients, helping them manage their wealth for the long-term.

Michael enjoys being able to simplify complex matters so clients can understand what they need to do, leading to them achieving their financial goals and a comfortable retirement.

What Michael enjoys most about his role is having the ability to help his clients stay on course, particularly in turbulent times, and to simplify complex matters so they can understand what they need to do so they can achieve their financial goals and a comfortable retirement.

Qualifications and Memberships

  • Bachelor of Economics

  • Graduate Diploma in Applied Finance and Investment

  • Certified Financial Planner

  • Member of the Financial Advice Association Australia
SPECIALISATION
Estate Planning
Estate
Planning
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
Super
Super
Very helpful and always available to discuss our finances by phone or in person. A very welcoming person to deal with
Shirley, WA
Very competent and approachable with solid easy to understand and targeted advice.
Stephen, Kingsley, WA
Excellent manner, takes time and effort to explain various aspects of the portfolio. He is an all round nice guy.
Peter, WA

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