Financial Adviser · COFFS HARBOUR, NSW

Michael John Brear

27 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001004062

Michael John Brear is a financial adviser based in Coffs Harbour, New South Wales, with 27 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 Foundation Diploma of Financial Planning from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

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

2004

Foundation Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2024

Commercial Law

Kaplan Higher Education Pty Limited

2025

Tax for Financial advising

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Feb 2017 - Present Current

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

Commonwealth Financial Planning Limited

Oct 2003 - Dec 2016 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register