MiQ Geraldton

Meet Michael

1 July 2024

Michael Jones

Financial Adviser

I began working in the financial services industry in 2016 before moving into a Financial Adviser role in 2018.

As a Financial Adviser, I have worked with many clients to identify a broad range of goals and objectives. This experience has helped me develop comprehensive, personalised, and tailored financial plans for clients to achieve their desired objectives.

I believe that seeing a Financial Adviser is not just about numbers, it is about having a plan and encouraging people to stick with the plan, to achieve the results that they are looking for.

Education

Masters of Financial Planning – Kaplan Professional
Bachelor of Commerce majoring in Finance – Curtin University
Graduate Diploma of Financial Planning – Kaplan Professional

Client Testimonial

“MiQ are professional and caring in every aspect. We have been with them from the beginning. How fortunate have we been? They have opened up a whole new world for us, where our passion and our dreams have not only been embraced but most importantly, achieved.

Thank you to the entire team for the patience and the ability to bring strength and fantastic advice in the planning of not only our future but the future of our younger generations in our family.”

How I Can Help You

Holistic Advice

Consolidate your financial position by improving your cash flow and building an investment portfolio.

Investment Advice

Grow your wealth through tailored investment advice and an asset-agnostic approach.

Retirement Planning

Plan for your ideal post-work lifestyle – and explore pathways to early retirement.