OzPlan Financial Services Team Member
Mike Hall
Authorised Representative
- Mike Hall FCA SSA
Authorised Representative No. 268361 - Fellow Chartered Accountant/SMSF Specialist Adviser TM
- email: mikeh@mbmgroup.com.au
- Financial Services Guide (86kb PDF)
Mike has been a partner of MB+M Business Solutions for more than 20 years. Many of his clients have been with him for a very long time, which is testament to his ability to satisfy their needs.
Mike is well known for his expertise in self managed superannuation funds and retirement planning. He is one of the most qualified people in the Goulburn Valley when it comes to self managed superannuation funds. Mike cannot start his day without a solid read of the Financial Review and he has considerable experience within the investment arena. This passion is evident as he assists clients with regular reviews and updates of their investment portfolios.
Mike has a varied group of specialist medicos to whom he provides tax planning and financial advice. We like to say he is a ‘specialist to the specialists’.
Mike and his wife Chris have two adult children and dote on their grandson James. Mike enjoys golf, tennis, reading and the share market.
Qualifications
- Fellow Chartered Accountant
- Graduate Certificate in Financial Planning
- Self Managed Superannuation Fund Specialist Adviser TM
Authorised Representative No. 268361
Professional Memberships
- Fellow of the Institute of Chartered Accountants Australia
- Self Managed Super Fund Professionals Association Australia
- Specialist member - Graduate of the Fairley Leadership Program - Fairley Fellow