Carnegie Financial Planning & Mike Donaldson
More about Sheila Cabacungan and Carnegie Financial Planning:
- Established in 2009
- Holder of an Australian Financial Services License No 389528
- Sheila Cabacungan is the Responsible Manager for Carnegie Financial Planning.
- Certified Financial Planner Practitioner, Financial Planning Association
- SMSF Specialist Adviser, SMSF Association
- Registered Tax (Financial Adviser) Agent
- Fellow, Tax Institute of Australia
- Greater Western Sydney Area Mentor, Success Women’s Network.
- Provides Financial Planning Advice to 160 Self-Managed Superannuation Funds
- Sheila Cabacungan is the Managing Director of Carnegie SMSF Services which provides SMSF Administration and Tax Agent Services to 160 Self-Managed Superannuation Fund
Why Sheila is partnering with Mike Donaldson:
Mike is a Specialist Risk Adviser for Parkside InvestorPlus and he's been a Life Insurance Specialist for over 30 years.
Mike specialises in Trustee and Small Business owner’s risk advice and in particular the analysis and strategies required to mitigate risk to Trustees and Owners alike.
Mike works with Financial Planners, Legal and Accounting Professionals to ensure that there is the best possible outcome for their clients.
Mike has developed a unique process called the “Fully Funded Estate” this process ensures the client understands at what point they are at on the Journey to fulfil this goal.
And importantly how to avoid the risk’s that could prevent this goal being achieved…..
Mike is as passionate and committed to his clients as we are at Carnegie Financial Planning.