Michal Bodi - Senior Financial Planner and Financial Coach

M 0422 763 361
E This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

"Having the drive to succeed is a powerful quality. If you pair this up with a keen focus and an action plan the results can be quite amazing. My aim is to manage and lead clients' behaviour, providing clear direction to achieve results."

 

Unique Qualities

Michal joined Sydney Financial Services in 2002. He prides himself on his financial coaching skills and behavioural advice he offers to his clients. His philosophy is to focus on the client’s core values allowing a deep mutual understanding of what is really important and unique to their situation. Michal takes great pride in his ability to develop long term client relationships and strives to become the clients’ personal chief financial officer.

Specialist Skills

• Behavioural advice
• Goals setting and formulation
• Wealth creation and preservation strategies
• Debt and cash-flow management strategies
• DIY and Self-Managed Super Funds
• Lifestyle protection strategies
• Retirement Planning

Professional Qualifications

• Master of Engineering (Commerce)
• Advanced Diploma in Financial Services (Financial Planning)
• Diploma in Financial Services (Financial Planning)
• Self-Managed Superannuation Funds (SMSF) Program
• Margin Lending and Geared Investments Program
• Certificate IV in Mortgage Broking
• Direct Shares Program

Membership and Associations

• Authorised Representative of AXA Financial Planning
• Member of the Financial Planning Association (FPA)
• Member of the Self-Managed Super Fund Professionals’ Association of Australia (SPAA)
• Member of the Credit Ombudsman Service

Career and Industry Highlights

Michal has been recognised for his dynamic and fresh approach to financial planning and is an invitational member of the Young Guns Forum - a group created by and designed for next generation, growth phase financial planners. It was designed to support the 'new wave' of financial professionals and create a panel for sharing of ideas, exchanging experiences and voicing the new approach to financial advice.

Michal is also a regular participant in the Financial Planning Association’s annual "Ask an Expert" program.

Personal Interests

Outside of work, Michal is an admirer of theatre and abstract art and enjoys experimenting in this art form himself. As his wife is a professional photographer, he is also passionate about photography. He likes to keep fit and balance his professional life with sports including soccer and swimming.

 

 

Michal Bodi is an authorised representative of AXA Financial Planning Limited, ABN 21 005 799 977, AFS Licence No. 234663, member of the AMP Group.
This document provides general information only. Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your particular investment
objectives, financial situation and individual needs. AXA Financial Planning and its Authors or omissions of information supplied in this document.

top