Oak FP Michael Novak

Contact info

Michael Novak

Financial Planner

About me

Michael has over 7 years experience in financial planning and holds a Diploma of Financial Services.

Michael enjoys helping clients through the different stages of their life cycles, whether with families, young couples or retirees. His versatility extends to catering for a wide variety of clients in the community specialising in areas such as managed investments to centrelink benefits and estate planning.  He works with clients to understand their life situation to make a difference tailored to their genuine goals and needs.

Michael is a successful Financial Planner and is dedicated to educating his clients so that they can make informed decisions.  Michael’s friendly approachable style has been recommended by clients and is a leading example of his success in the industry over the years.

Interests

Travel, sports, keeping fit and hanging out with his friends and family.

Specialty areas

Superannuation
100%
Insurance & risk protection
100%
Investment portfolio creation
100%
Retirement planning
100%