Financial Adviser · CHATSWOOD, NSW

Michael Briody

29 Years experience
Tax advice
authorised
ASIC Registered · ADV 001264503

Michael Briody is a financial adviser based in Chatswood, New South Wales, with 29 years of experience in the financial services industry. Michael is currently authorised under Morgans Financial Limited. Michael holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Newcasle.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1997
Bachelor of Commerce
University of Newcasle
1997
Certificate in Financial Markets
Securities Institute Education
2008
Level 2 Accredited Derivatives Adviser
Kaplan
2011
Margin Lending & Geared Investments
Kaplan Professional
2015
Diploma of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
SDIA Accreditation Program Assessment
Deakin University

Registration History

Oct 2023 - Present Current
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Jul 2019 - Dec 2022 Ceased
May 2018 - Sep 2023 Ceased
Aug 2008 - May 2018 Ceased

Source: ASIC Financial Advisers Register