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Mike Beal

Senior Financial Adviser

MFinP, MBA, ADFP, AFP®

Originally from New Zealand, Mike Beal comes from a family of financial advisers, making finance a natural passion in his blood. He kick-started his career as an investment adviser in London and later expanded his expertise by providing financial advice to expatriates in diverse locations such as Indonesia, China, and Thailand.

Mike’s journey then led him into bank financial planning, where he served as a Senior Financial Adviser at both ANZ Bank and Westpac Banking Corporation. With over two decades of experience under his belt, Mike possesses a wealth of knowledge and a proven track record in the industry.

When you spend time with Mike, you’ll not only gain valuable financial insights but also experience genuine care for your financial future. Honesty and reliability are at the core of his approach, fostering a sense of trust and confidence in his clients.

Beyond his professional life, Mike enjoys pursuing various interests, including golf, travel, dining out, and spending quality time with friends. His well-rounded personality adds a personal touch to the financial services he provides, making him a well-respected and approachable figure on the Sunshine Coast.

E: mike.beal@wealtharchitects.com.au
P: 0409 799 279

Locations

Wealth Architects Maroochydore Tower 2, Level 1, The Hive @ KonTiki, 55 Plaza Parade, Maroochydore, QLD 4558

My Advice Specialties

Tax-Minimisation

Ownership structuring and tax optimisation

Retirement

Life, TPD, trauma and income protection

Investment

Business keyperson insurance

Estate equalisation and family security

See what our clients say:

Bonnie
BonnieClient of Wealth Architects Brisbane North
I would highly recommend Katrina Robbins and her team to anyone who wants to achieve a secure financial future for themselves and their families. Katrina is dedicated, reliable and knowledgeable. She demonstrates great insights into the Australian and International financial markets. Her financial advice has always been professional, well-considered and evidence-based. I would not have achieved my financial goals without Katrina's expertise and guidance.
Alan
AlanClient of Wealth Architects Melbourne
We've been dealing with Kim Siauw and his team from Wealth Architects for over 5 years. We've always received excellent service, advice, and communication. Kim and the team always take on board our needs and concerns, and provide excellent explanations and unbiased information. Highly recommended.
David
DavidClient of Wealth Architects Melbourne
We have been dealing with Wealth Architects for many years now and have found Kim and his team to be excellent. Always approachable, great advice and explanations allowing us to improve our portfolio. I have no hesitation in recommending Wealth Architects to look after your financial needs.

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