Michael Ashcroft
Financial Adviser
Michael Ashcroft – Financial Adviser
“I pride myself on working closely with clients to understand their goals.”
Michael has over 30 years of financial services experience and holds a Master of Financial Planning. Some of Michaels’s other accomplishments include his ability to build strong relationships with clients by identifying their individual needs and tailoring financial solutions to meet those needs.
Michael works with clients goals, by formulating strategies in line with these objectives to meet their wealth creation, superannuation, redundancy, retirement planning, wealth protection, tax and estate planning requirements.
Outside of work he enjoys spending quality time with his family, working on his property close to Camden and helping his local community.
Qualifications
- Master of Financial Planning
- Diploma of Financial Planning
- Diploma of Financial Services (FP)
- Graduate Diploma of Financial Planning
- University of Adelaide SMSF Course
- SMSF Association – Self Managed Super Fund Accreditation
- Justice of the Peace
Memberships & Associations
- Certified Financial Planner – Financial Advice Association Australia (FAAA)
- Self Managed Superannuation Specialist Advisor (SSA®) – Self Managed Super Fund Association (SMSF Association)
- Member of the Narellan Chapter – South West Networking Group
