MICHAL BODI

About

Senior partner in a boutique financial planning firm, Sydney Financial Planning.

 

Voted Most Trusted Adviser® in 2014, 2015, 2016, 2017, 2018 (clients surveyed by independent Beddoes Institute).

 

I specialise in two main areas – financial life planning and behavioural investment counselling.

 

The first one includes financial advice and coaching of people through all stages of their lives and maximising their financial potential, while minimising the stress and anxiety financial decisions often create.

 

The second part involves helping clients invest through all the cycles of the economy and all the fads and fears of the market. It’s based on focusing on the only variable we can fully control when it comes to investing – their investor behaviour.

 

I enjoy working with young individuals and their families who seek a simple and elegant lifestyle with purpose. My financial coaching addresses client’s personal values and closes the ‘behaviour gap’ between all the things we (know we) should be doing and the things we actually do. It takes clients through the process of ‘unlearning’ unhealthy money habits and replacing them with simple, elegant and practical money behaviour. It’s not only critical for building real wealth but alsodevelops a confident and healthy money mindset for life.

Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2016

Qualifications:

Bachelor of Business, Bachelor of Laws
Diploma of Financial Planning

Financial Adviser Since:

2004

Providing Responsible Investment Advice Since:

2012

  • Superannuation and Retirement Planning
  • Investments/Managed Funds

Bendigo Bank Smart Options super and investment includes: Australian Ethical Australian Shares Fund (Wholesale) – AUG0018AU

  • Australian Ethical Australian Shares Fund
  • Australian Ethical Balanced Fund
  • Australian Ethical Diversified Shares Fund (Wholesale)
  • CFS FirstChoice Wholesale
  • Generation Wholesale Global Share
  • BT Wholesale Property Securities Fund
  • Australian Unity Funds Management Ltd – Altius Sustainable Bond Fund
  • Bendigo Bank Cash Account
  • Perpetual Wholesale Ethical SRI Fund

Emerald Wrap platform

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: Michal Bodi

Email: mbodi@sydneyfinancialplanning.com.au

Phone: 02 9328 0876

Website: sydneyfinancialplanning.com.au

Address: Suite 13, 201 New South Head Road, Edgecliff, NSW, 2027