MFinancial: Specialising in Financial Planning

An independently owned financial planning company, operating in Sydney and Wollongong

M Financial Planning is a boutique financial planning firm that is focused on helping our clients achieve their financial goals. What sets us apart is that we offer unbiased, independent and impartial advice. We are owned by the principal adviser and we have our own Australian Financial Services License.

Our principal adviser, Michael Morrison, strives to provide his clients with peace of mind so that they are prepared for their financial future. As a firm we pride ourselves on our honest, long running relationships with happy clients, transparency and understanding of what is important to each individual.

We believe in providing long term value to our clients, helping them to solve their financial issues and achieve their desired outcomes.

michael1_2
Michael Morrison
M.Bus, CA – Financial Planning Specialist, CFP
PRACTISING MEMBER OF IFAAA GOLD STANDARD OF INDEPENDENCE™

Financial Services

Click here to download a copy of our Financial Services Guide

About Us

Click here to find out more about Michael Morrison

Seminars

Seminars by
Chris Caton and Tim Rocks
Wednesday June 8th, 2016

Download audio & PowerPoint here

Chris Caton | AUDIO | PowerPoint
Tim Rocks | AUDIO | PowerPoint

Anticipated dates for Wollongong visits

December 2018
5th December – Wednesday
12th December – Wednesday
18th December – Tuesday

January 2019
16th January – Wednesday
22nd January – Tuesday
31st January – Thursday

Complete list of
Wollongong dates

Location: ServCorp Offices
Ground Floor, Enterprise 1 Building, Innovation Campus
University of Wollongong
Squires Way, North Wollongong

Phone: 0425 223 624

Click here for a parking guide

Access your accounts

First State Super
BT Wrap
Australian Super