Michael Bowman

Michael Bowman Email and Phone Number

Certified Financial Planner/Principal at When Financial Solutions @ Catalpa Pty Ltd
Michael Bowman's Location
East Tamworth, New South Wales, Australia, Australia
Michael Bowman's Contact Details

Michael Bowman work email

Michael Bowman personal email

n/a
About Michael Bowman

I enjoy building long term relationships with clients which starts with creating a plan and then reviewing that regularly to ensure they remain on track to achieve their goals but also make adjustments as required to the changing needs in their lives. Retirement planning is complex around the legislation in relation to superannuation, pension funds, Centrelink, taxation and aged care. I aim to make this as simple as possible so people can understand what it means for them in easy to understand language.

Michael Bowman's Current Company Details
Catalpa Pty Ltd

Catalpa Pty Ltd

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Certified Financial Planner/Principal at When Financial Solutions
Michael Bowman Work Experience Details
  • Catalpa Pty Ltd
    Co-Founder And Director
    Catalpa Pty Ltd Aug 2021 - Present
    New South Wales, Australia
    In the mid 1860s, a group of men in Ireland stood up for their rights, their values, their independence. The British authorities didn’t like it and sent them to prison in one of the most remote parts of the world; Fremantle prison, Australia.From there they planned the greatest escape in Australian history. In 1876, independence came in the shape of a whale ship called ‘Catalpa’.And it’s the inspiration for our AFSL, Catalpa, which is enabling independent advice. Our… Show more In the mid 1860s, a group of men in Ireland stood up for their rights, their values, their independence. The British authorities didn’t like it and sent them to prison in one of the most remote parts of the world; Fremantle prison, Australia.From there they planned the greatest escape in Australian history. In 1876, independence came in the shape of a whale ship called ‘Catalpa’.And it’s the inspiration for our AFSL, Catalpa, which is enabling independent advice. Our advisers do not receive any insurance commissions or any gifts or benefits from product providers. We have no associations with product providers, and we have no restrictions on the products we can recommend. Like the group in Ireland all those years ago, we value our freedom and independence. Our business model is simple.Our principal advisers are self-employed business owners with the majority stake in their professional practices. Catalpa takes a minority non-controlling stake in the member practice, providing capital and expertise as growth partners with a long-term perspective.Our member practices share support services at cost.We are a community that shares our experience as growth partners. We have a track record of quickly establishing highly successful professional practices from scratch.We specialise in partnering with ex-institutional advisers in start-up practices. We help them identify the characteristics of their ideal client, the messages that resonate, define a client value proposition, design service offers and devise business development and go-to-market strategies that work.Catalpa … because excellence comes from choosing your own adventure. Show less
  • When Financial Solutions
    Certified Financial Planner/Principal
    When Financial Solutions May 2019 - Present
    New England/North West Nsw
  • State Super Financial Services
    Financial Planner
    State Super Financial Services Oct 2002 - Apr 2019
  • State Plus
    Financial Planner
    State Plus Oct 2002 - Apr 2019

Michael Bowman Skills

Investments Wealth Management Retirement Investment Strategies Financial Advisory Pensions Financial Planning Estate Planning Financial Services Superannuation Wealth Wealth Accumulation Asset Allocation

Michael Bowman Education Details

  • University Of New England (Au) Orange Campus
    University Of New England (Au) Orange Campus

Frequently Asked Questions about Michael Bowman

What company does Michael Bowman work for?

Michael Bowman works for Catalpa Pty Ltd

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

Michael Bowman's current role is Certified Financial Planner/Principal at When Financial Solutions.

What is Michael Bowman's email address?

Michael Bowman's email address is mi****@****sfs.com

What schools did Michael Bowman attend?

Michael Bowman attended University Of New England (Au) Orange Campus.

What skills is Michael Bowman known for?

Michael Bowman has skills like Investments, Wealth Management, Retirement, Investment Strategies, Financial Advisory, Pensions, Financial Planning, Estate Planning, Financial Services, Superannuation, Wealth, Wealth Accumulation.

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