Our passion is knowing we've made a fundamental difference in your life Get in touch with Sydney's financial growth specialists

Meet Michal

Michal Bodi - Senior Financial Planner | Financial Coach

  • 0422 763 361
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"Having the drive to succeed is a powerful quality.If you pair this with a keen focus and an action plan the results can be quite amazing. The trick is to focus on things we can actually control"

Unique Qualities

Working with people who seek simple and elegant lives with a purpose.

Closing the behavioural gap between knowing and doing.

Financial coaching with focus on human values and what really matters in the long run.

Clearing out complexities and inspiring to proactively plan your ideal life using practical guidance, leadership and ongoing money coaching.

 

Specialist Skills

  • Behavioural Investment Counselling
  • Values Based Spending
  • Financial Planning and Coaching
  • Change Fitness and Coaching
  • Practical Cash-flow Strategies
  • Personal Goals Setting/Quantifying
  • Wealth Creation and Investing
  • Debt management
  • Retirement Planning
  • Business Succession Planning

Professional Qualifications

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

Membership and Associations

Career and Industry Highlights

Awarded Most Trusted Adviser (2014,2015,2016,2017, 2018)  

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

Listed as Platinum Adviser on Adviser Ratings

Author and contributor to industry publications (Canstar, Adviser Ratings, Humble Savers, FPA’s Ask and Expert program, First5000, Open Forum etc.)

 

Michal's Planner Profile...

Download a printable version of Michal's Profile: Michal Bodi - Planner Profile. Or to make an appointment to meet with Michal, call our team to arrange an appointment on 02 9328 0876.

 

Michal Bodi is an authorised representative and credit 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, Illawarra Financial Planning and Sydney Financial Planning and its authors take no responsibility for any omissions of information supplied in this document. Read more about Who We Are, What We Do and explore our Insights.

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Get in touch or make an appointment

Edgecliff

Suite 13 / 201 
New South Head Rd
Edgecliff
NSW 2027

02 9328 0876

Sydney City

Level 10 / 20 
Martin Place
Sydney
NSW 2000

02 9328 0876

Wollongong

Suite 5C / 52
Burelli St
Wollongong
NSW 2500

02 4229 8533