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Meet Michal

Michal Bodi - Senior Financial Planner

M 0422 763 361

"Having the drive to succeed is a powerful quality. If you pair this up with a keen focus and an action plan the results can be quite amazing. My aim is to manage and lead clients' behaviour, providing clear direction to achieve results."

Unique Qualities

Working with people who seek simple and elegant lives with a purpose. Helping people open up and have often difficult but honest conversations about where they are financially and why.

Financial coaching focusing on human values and what really matters in the long run. Clearing out complexities and inspiring you to proactively plan your ideal life using practical guidance and ongoing money coaching.

Specialist Skills

  • Behavioural Investment Counselling
  • Values Based Spending
  • Goals setting
  • Financial/Life Planning
  • Wealth Creation and preservation
  • Cash-flow management
  • Debt management
  • Lifestyle protection strategies
  • Retirement Planning
  • Business Succession Planning

Professional Qualifications

  • Master of Engineering (Commerce)
  • Advanced Diploma in Financial Services (Financial Planning)
  • Diploma of Financial Services (FP)
  • SMSF accreditation
  • Certificate IV in Mortgage Broking
  • Direct Equities Program
  • Margin Lending and Geared Investments Program
  • Tax (Financial) Planner

Membership and Associations

  • Authorised Representative of Charter Financial Planning
  • Member of the Association of Financial Advisers
  • Member of the Financial Planning Association (FPA)
  • Member of the Credit Ombudsman Service
  • Tax (Financial) Adviser

Career and Industry Highlights

Listed in the Most Trusted Advisers Network (2014,2015,2016,2017,2018) by the independent Beddoes Institute.

Listed in Financial Standard’s FSPOWER50 - The 50 most influential social media users in finance for 2013, 2014 & 2015.

Regular participant in the Financial Planning Association’s annual “Ask an Expert” program.




Michal Bodi is an authorised representative of Charter Financial Planning Limited, ABN 35 002 976 294, AFS Licence No. 234665, member of the AMP Group. This document provides general information only. Before making any financial or investment  decisions,  we recommend  you consult  a financial planner to take into account your particular investment objectives, financial situation and individual needs. Charter Financial Planning, Sydney Financial Planning and its authors take no responsibility for any omissions of information supplied in this document.

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