Michael Bailey

Michael Bailey Email and Phone Number

0478 849 720 - Senior Financial Planner @
Michael Bailey's Location
Greater Brisbane Area, Australia
Michael Bailey's Contact Details

Michael Bailey work email

Michael Bailey personal email

n/a
About Michael Bailey

Experienced Senior Financial Planner with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Investment Strategies, Retirement Planning, Financial Advisory, Insurance, and Risk Management.

Michael Bailey's Current Company Details
Point to Point Finance

Point To Point Finance

0478 849 720 - Senior Financial Planner
Michael Bailey Work Experience Details
  • Point To Point Finance
    Director And Senior Financial Planner
    Point To Point Finance Nov 2019 - Present
    Cleveland, Queensland, Australia
  • Commonwealth Financial Planning Limited
    Senior Financial Planner
    Commonwealth Financial Planning Limited Sep 2007 - Oct 2019
    Westfield Garden City, Upper Mt Gravatt
    Representative of Commonwealth Financial PlanningProviding clients with holistic, life-style based financial advice including Investment, Superannuation, Taxation, Personal Insurance and Retirement advice.I specialise in:- Retirement advice (Allocated Pensions, Annuities)- Superannuation- Managed Investments- Personal Insurances (Life, TPD, Trauma and Income Protection) - Estate Planning- Centrelink/Government Entitlements- Self Managed Super Funds (SMSF)- Aged Care AdviceI work with these customers on an ongoing basis to ensure that as their needs and objectives change, we can work together to achieve the desired outcome.
  • Colonial First State
    Paraplanner
    Colonial First State Feb 2007 - Sep 2007
    Assisting financial planners in reviewing, analysing, and preparing financial plans for clients.
    View

Michael Bailey Skills

Investments Superannuation Retirement Wealth Management Insurance Wealth Financial Planners Financial Advisory Finance Investment Strategies Risk Management

Michael Bailey Education Details

Frequently Asked Questions about Michael Bailey

What company does Michael Bailey work for?

Michael Bailey works for Point To Point Finance

What is Michael Bailey's role at the current company?

Michael Bailey's current role is 0478 849 720 - Senior Financial Planner.

What is Michael Bailey's email address?

Michael Bailey's email address is m.****@****.com.au

What schools did Michael Bailey attend?

Michael Bailey attended Qut (Queensland University Of Technology), Kaplan.

What skills is Michael Bailey known for?

Michael Bailey has skills like Investments, Superannuation, Retirement, Wealth Management, Insurance, Wealth, Financial Planners, Financial Advisory, Finance, Investment Strategies, Risk Management.

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