Data sourced from ASIC Financial Advisers Register
Financial Adviser · CAMDEN, NSW

Michael Barry Ashcroft

25 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000425993

Michael Barry Ashcroft is a financial adviser based in Camden, New South Wales, with 25 years of experience in the financial services industry. Michael is currently authorised under Akumin Financial Planning Pty Limited. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Michael is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2003
Diploma of Financial Services
Commonwealth Bank of Australia (CBA)
2013
Self Managed Superannuation Funds
University of Adelaide
2018
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
SMSF Specialist Advisor Program
SMSF Association
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2021
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Aug 2012 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register