why

finpeak advisers

Getting the right advice from a qualified financial adviser can set you off on the right path on achieving your goals and making the most of your money.

FinPeak Advisers is a financial planning business that focuses on wealth accumulating and retirement clients that want a complete solution. Since we are not owned by the banks or any large institution our interests are solely aligned with our clients.

 

We collaborate with some of the largest investment managers and businesses locally and from around the world which makes us large enough to leverage better opportunities for our clients but small enough to meet each individual’s needs.

 

FinPeak collaborates with other professionals including accountants, lawyers, mortgage brokers, property specialists & investment bankers to ensure that in the end, our client receives a well-rounded service offering. This means that we can help match you with the best specialist in their field.

 

Our expertise includes investment, superannuation (including SMSFs), retirement, insurance and estate planning advice. We bring it all together in a tailored, carefully thought out plan and consistently monitor your progress against the backdrop of your goals.

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MICHAEL SIK

FINANCIAL ADVISER

MICHAEL SIK

FINANCIAL ADVISER

AFP®, AdvDipFinServ, MAppFin

WHAT IS YOUR BACKGROUND?

My career as a financial adviser started in 2008 at a boutique advice firm, and in 2014, I ventured into starting my own financial advisory business. Having always been in the finance industry, with a previous accounting role at one of the Big 4 accounting firms and various roles at an international fund manager, it allows me to offer a holistic style and approach of advice to my clients.

 

WHAT MADE YOU WANT TO BECOME AND ADVISER AND START FINPEAK?

Having worked at a large business previously, I felt client experiences would often take a back seat to the goals of the firm. Although it seemed to be tailored advice, it never really was. Most bussinesses offer a template solution and if that solution didn’t fit, it was onto the next client. With FinPeak I wanted to build something that understands people with different circumstances and their values. That is what we do here. We are given a challenge, we present choices and together we work through to a solution.

 

IS THERE A CAUSE THAT YOU ARE PASSIONATE ABOUT?

The topic of ethical investments is one that has always personally resonated with me. It is something that doesn’t get brought up enough in financial advice, which is why I am also a member of the Responsible Investment Association Australiasia (RIAA). You can head to our Ethical Investments page to get a better insight of this evergrowing sector.

 

ANYTHING ELSE WE SHOULD KNOW ABOUT YOU?

I have two kids, one a cheeky little girl and the other a four-legged kind. Both pretty much take up all my time (and money) so I understand how important it is to ensure tha your financial goals are adressed so that you can spend more time with your family.

Elena 4mb

ELENA OMIDZADEH

CLIENT SERVICE OFFICER

ELENA OMIDZADEH

CLIENT SERVICE OFFICER

WHAT IS YOUR BACKGROUND?

I have worked in the customer service industry for over six years, so when it comes to understanding a client I know that no two people or circumstances are exactly the same.

 

IS THERE A CAUSE THAT YOU ARE PASSIONATE ABOUT?

Empowering the next generation of young females is a topic I really care about. Seeing more succesful female role models in the professional space and in education has such a great impact on young females to strive for a career in less traditional careers if they choose to do so.  

 

ANYTHING ELSE WE SHOULD KNOW ABOUT YOU?

I am in my final year of obtaining my Bachelor of Business degree, majoring in Finance and Marketing, and plan to have a meaningful career in the financial advisory space. I am also a first generation Australian – my parents are refugees who were denied many rights, one being the right to a university education, so the prospect of opportunity and striving to create the best financial life for yourself and your family always resonates with me.

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