Michael Molloy CFP®

Michael molloy cfp®

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location of Michael Molloy CFP®Adelaide, South Australia, Australia
Phone number of Michael Molloy CFP®+91 xxxx xxxxx
Followers of Michael Molloy CFP®317 followers
  • Timeline

    Jan 1992 - Dec 1992

    Financial Advisor

    National Mutual
    Dec 1992 - Jul 1997

    Financial Advisor

    GIO Financial Services
    Jul 1997 - Jul 1998

    Financial Advisor

    Clearview Financial Planning
    Current Company
    Jul 1998 - now

    Chairman, PSK Financial Services Investment Committee

    PSK Financial Services
    Sydney, Australia
  • About me

    SMSF Specialist Advisor at PSK Financial Services

  • Education

    • Sydney grammar

      -
    • Deakin university

      1995 - 1997
      Diploma of financial planning financial advisory, investment planning, risk protection and superannuation / retirement planning.
    • University of new south wales

      1985 - 1988
      Bachelor arts (ba) economics
  • Experience

    • National mutual

      Jan 1992 - Dec 1992
      Financial advisor
    • Gio financial services

      Dec 1992 - Jul 1997
      Financial advisor
    • Clearview financial planning

      Jul 1997 - Jul 1998
      Financial advisor
    • Psk financial services

      Jul 1998 - now

      Michael's expertise is in tax effective wealth creation and gearing, pre and post retirement planning, wealth protection advice, investment portfolio design and ongoing management as well as effective utilisation of self managed superannuation.Michael has strong relationships with other professionals giving him access to a network of specialists offering accounting, legal and estate planning, stock broking, finance and lending advice as well as direct residential and commercial property purchases. Show less

      • Chairman, PSK Financial Services Investment Committee

        Sept 2010 - now
      • Private Client Advisor

        Jul 1998 - now
  • Licenses & Certifications

    • Smsf specialist advisor accreditation

      Self-managed super fund professionals' association of australia (spaa)
      Dec 2010
    • Certified financial planner (cfp)

      Financial planning association of australia (fpa)
      Mar 1998