Mischa Bolot

alt

Authorised Representative: 001234534

Wealth Protection Adviser

"Advice to me begins with a conversation about you, your family and your goals."

Financial planning isn't just about making money, it's about creating new opportunities to reach your goals and with the right support and guidance, it can get you moving in the right direction no matter where you are in your financial journey. As a Morgans financial adviser, Mischa aims to build enduring relationships with her clients by making even the most complex strategies simple and easy to understand and implement. Her role is to provide you with the steps, latest tools, resources and expertise to help you achieve your best financial future.

Services and specialities

  • Financial Planning
  • Personal Insurance
  • Portfolio Administration
  • Retirement and Estate Planning
  • Superannuation Advice
  • Wealth Management

Investment Style

Integrity and responsibility are intrinsically linked to demanding that we act in the best interests of our clients. We do what we say and say what we do. Our perennial and professional reputation is often all we have. We meet clients at points in their lives when they are in inherent need of assistance and facing highly critical decisions. Sincerely caring for clients and colleagues creates a deep empathy and trust. Innovation creates opportunities and delivers value for our clients. A progressive view helps us to see beyond the status quo and provide a proactive approach.

Industry Education & Experience

Qualifications
  • Advanced Diploma of Financial Planning, Kaplan, 2016
  • Diploma of Financial Planning, IIT, 2010
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Securities
  • Superannuation
I am employed by VCA Finance Pty Ltd which operates the business of Morgans Financial Limited - North Quay. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.