SMSF Advice
SMSF Advice
SMSF Advice | SMSF Financial Advisor
A Self Managed Super Fund or SMSF for short is a superannuation fund you manage yourself.
If you opt to manage your own super, you can direct the funds you would otherwise allocate to a retail or industry super fund towards your own Self-Managed Super Fund (SMSF). This grants you the freedom to personally select the investment options and insurance policies for your fund.
Other Services
Think of us as your guides in all things to do with money. We’ve built a strong network of advice partners across accounting, mortgage broking, property and the law which we can call in at the right time to collaborate with and implement your financial strategies.
Estate Planning | Superannuation Advice | Investment Advice | SMSF | Personal Risk Management Advice |
Our Values
Trustworthiness
Competence
Honesty
Fairness
Diligence
Our People
An advice team who live and breathe Financial Advice.
David Khenkin
Principal & Authorised Representative
David is a financial adviser with 25+ years of experience.
Read more
David has a broad range of expertise in financial advice which covers:
- Superannuation including self-managed super and overseas super
- Investments
- Retirement
- Property
- Life Insurance
- Tax Planning
- Aged Care
- Budgeting Debt/Debt Management
David is passionate about providing “easy to understand” advice which fits the goals and needs of his clients.
David holds the following qualifications:
- Graduate Diploma in Financial Planning
- Diploma in Accounting
- Diploma in Property Investment
- Certificate 4 in Mortgage Broking
- Certificate 4 in Real Estate (License)
When he is not helping his clients, he is out riding his motorbike, exercising, exploring new food places or relaxing with a book on the couch.
Michael Fingereth
Principal & Authorised Representative
Michael is a financial adviser with 10+ years of experience, and a tax adviser with 20+ years experience.
Read more
Michael has extensive experience in advice which covers:
- Superannuation including self-managed super
- Investments
- Retirement
- Complex Tax Structures
- Foreign Residency
- Business Valuations
- Succession and Estate Planning
Michael is easily able to identify issues and draw on experience to recommend practical and effective solutions to balance professional knowledge with a shared commitment to the highest levels of personal customer service to help individuals and businesses reach their financial goals.
Michael holds the following qualifications:
- Bus(Man)/B.Com (University of Queensland)
- Certified Practising Accountant
- Graduate Diploma in Financial Planning
Contact Address
-
Suite 301, 434 St Kilda Road
Melbourne, VIC, 3004 - 1300 842 568
- info@lifestyleip.com.au