More About Mike Sheridan
MBA, CFP, DFM, DFP, DIP FMBM, F Fin, FAIM, SMSF Specialist, JP (Qual).
Mike Sheridan is a sub authorised representative of "MyPlanner" Australia Pty Ltd ABN 28 140 520 225 AFSL No. 345905 (ASIC No. 232698).
Mike is a Director of Cartier Financial Group ASIC No. 458787 Corporate Authorised Representative of "MyPlanner" Australia Pty Ltd ABN 28 140 520 225 AFSL No. 345905.
Mike is also a Director of Brisbane Property Information Pty Ltd, holder of Australian Credit Licence No. 392418
Mike has been in the Financial Services Industry for the last thirty years, five years in the Public Sector and twenty five years in the Private Sector.
He spent many years commenting on investment and philosophical issues on Brisbane radio and continues to speak publically on these matters.
Mike has an MBA with a High Distinction in Financial Planning and long standing Diplomas in Financial Planning, Financial Markets and Debt Management.
He holds a "Certified Financial Planner" designation with the FPA and is a fully accredited credit advisor within the finance industry.
Mike is a long standing member of the Financial Planning Association of Australia, the Mortgage and Finance Association of Australia, a Fellow of Finsia, a Fellow of the Australian Institute of Management as well as a qualified Justice of the Peace.
Mike has lectured publically on Investment since 1994, and he has the ability to simplify complex matters and bring clarity and direction to the minds of investors.
Mike believes in helping people and changing lives for the better. He provides a first appointment to prospective clients free of charge.
During the appointment Mike analyses the client’s position, breaks down issues, lists and discusses options and provides a foundation for the possible restructure of existing affairs and/or investment plan moving forward.
Clients can then go away and consider the situation, and from there decide whether they would like to move forward with his support.
If the clients are comfortable with Mike at this point, another appointment will be arranged to discuss what would be involved, what strategies would be adopted and all costs associated with any project.
Clients can then decide if they wish to move forward. If yes fine, an appointment will be made to start the process. If no, the person has no further obligation.
Simple and straight forward, Mike is not hard sell and never has been.
To speak personally with Mike or one of his senior staff, call on 07 3862 2399 or email us HERE..