Corporate Profile
Michael Voss, CFP
Authorised Representative No. 238253
Michael Voss can be contacted at the above address and phone numbers.
Michael Voss is an authorized representative of Australian Financial Services Limited (AFS) who is the holder of the Australian Financial Services licence number 297239. AFS is responsible for the advice provided to clients by Michael Voss.
Educational Qualifications and Experience
My personal professional qualifications are:
- Certified Financial Planner – Financial Planning Association of Australia
- Diploma of Financial Planning
I have worked as a financial planner since 1991.
Michael Voss is authorised to provide both general and specific advice in the following product and advice areas.
Services Include
Financial Planning, Retirement Planning, Rollover and Redundancy Advice, Superannuation Planning and Advice, Managed Investments, Tax Effective Investment Strategies, Sharebroking Facilities, Centrelink Assistance, Estate Planning, Wealth Creation, Fund Research, Risk Management, Business Succession Planning, Salary Sacrifice Planning, Investment Reviews, Executive Remuneration, Planning and Managed Portfolio Services.
Products Offered
The products I can offer you include:
Superannuation, Rollover Funds, Allocated Pensions, Immediate Annuities, Bonds, Life Insurance, Disability Income Insurance, Debentures, Cash Management Trusts, Unit Trusts and Discretionary Master Trusts that offer investment in equities, property, bonds and other fixed interest securities.
How are fees and commissions calculated and deducted?
Australian Financial Services may receive an upfront fee, a commission or a combination of both depending on how you agree to pay for our services. Fees and charges are detailed in any recommendations made to you.