Benwest Staff Black & White_0000s_0005_Rectangle 1

Michael Akele

Financial Adviser

Michael’s mission statement
To advise & assist my clients to secure their financial future and improve their wealth & quality of life by achieving their financial goals. Provide a strong client service focus, with professional advice and service, based on a thorough understanding of clients' goals, needs and objectives.

Qualifications & experience
With initial training as an accountant, Michael managed his own financial planning practice for 8 years with Monitor Money & then joined MLC as NSW Financial Planning Manager. Michael then went on to hold several senior sales & marketing roles with various major fund management companies.
Michael holds a Bachelor of Commerce & a Diploma of Financial Planning. He has also attained the Certified Financial Planner (CFP) qualification. Michael is a Registered Tax (Financial) Adviser, a member of the AIOFP & is a long-time member of the Financial Planning Association of Australia.

Michael can advise on the following:

  • Financial Planning
  • Wealth Creation
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Tax Planning
  • Life & Risk Insurance
  • Managed Funds
  • Superannuation & Rollover
  • Self-Managed Super Funds
  • Savings Plans
  • Direct Shares