ABOUT US 

 

MICHAEL LOBODARZ

Michael has attained numerous qualifications:

  • Diploma Financial Planning
  • Cert IV Accounting
  • Diploma Finance Services
  • Diploma Business Management
  • CFP (Certified Financial Planner) completed 2002
  • Annually – Certified Professional Development Points

Michael has been a part of the Financial Services Industry since 1992.

Michael’s knowledge of Financial Planning and Mortgage structure remains current and fresh. His clients benefit from a common sense approach and an inherent ability to problem solve.

Michael’s business has been built on referrals, made by his existing clients and business associates (Accountants, Solicitors and others).

These referrals are the truest indication of client satisfaction.

Prior to this profession Michael worked as a Computer Programmer for a large intrastate organisation.

This profession provided him with the foundation to accurately Fact Find, Analyse and Implement the most appropriate solutions.

No different to Financial Planning and Mortgage Advice.

Michael’s areas of specialty are:

  • Self Managed Superannuation Funds
  • Retirement and Pensions
  • Estate Planning
  • Medium to Small Business Strategies.
  • Mortgages & Finance
  • Life Insurance

JENNY COPP

Jenny is our administration and reception specialist for our business.

Jenny has over 20 years of experience in the Financial Planning, Insurance and Mortgage industry.

Jenny is aptly qualified to answer general questions regarding your Finance Planning, Insurance and Mortgage needs and requirements.

General Advice Warning:
The information contained in this website is for general information purposes only. The information is provided by BDM Financial Services and while we endeavor to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.

Before investing in any product BDM Financial Services recommends that you first obtain a copy of the relevant Product Disclosure Document before making any decision regarding the purchase of or investment in that product or service in order to ensure that it is suitable for your own personal financial needs and circumstances.