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Welcome Michael Levene to the Balance Aged Care Specialists Team

Welcome Michael Levene to the Balance Aged Care Specialists Team

Welcome Michael Levene

We’d like to welcome Michael Levene who recently joined the Balance Aged Care Specialists Team.

Michael is a wonderful asset to the team having 30 years’ experience as a Financial Adviser with ANZ, a Regional Manager of Financial Advisers with the Commonwealth Bank and Management of Financial Advisers with Clearview.

Michael will work as a Senior Financial Adviser as we continue to expand and successfully provide our clients with the best services in Financial Advice as well as Aged Care advice.

As we provide advice to clients who are helping their parents move into aged care we often find that they themselves are often coming into retirement or already retired or have recently received an inheritance from their parents. While we help to get the aged care finances in order we can also offer sound financial advice that isn’t aimed at selling or promoting a product.

Michael is looking forward to connecting with our clients and providing professional financial solutions for them and their families. Balance Aged Care Specialists welcomes his expertise as we continue to endeavour to provide the best services.

Posted: 24-Mar-2014. Author: Jordie Cox

 

 
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