Mr Michael Johnsen
Director
Financial Services Guide
Experience
I am an Estate, Investment, Retirement, Superannuation Planning and Risk Management specialist who has been providing advice on these matters since 1988.
Qualifications
I am a qualified Financial Planner (Diploma of Financial Services (Financial Planning) and an Associate of the Financial Planning Association. I have also completed many short courses from specialists in many fields such as taxation, investments and law in subjects relating to financial planning.
Additional Information
Financial planning in my view, is the process of plans being implemented and monitored according to our client's goals. It is not about investment returns - we can't control them, we can however, control the structure and advice to meet our clients' goals.
I work with many small businesses including farmers, located in the Hunter, North West & New England regions of NSW. Advising retirees is also an important part of our business.
I have a strong belief that all 'big' clients start out as 'small' clients and I have a great sense of pride knowing that our advice has been helpful along the way.
In my experience, advice is often an affirmation and structural direction of the great ideas our clients come up with.
Our long term relationships are the key to our success and in many instances, the example for our clients' success.
Financial Services Guide (FSG)
I conduct myself ethically and professionally in every aspect
of my work and adhere strictly to the guidelines set out in the
Financial Services Guide. This guide provides you with information
about the advice that we provide, and the Licensee that we represent:
Financial Wisdom Limited. Its purpose is to educate you prior to us
providing a financial service. You have the right to ask us about our
charges, the type of advice we will give and to whom you can complain
if you are unhappy. For further details click on the Financial Services
Guide link.
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