Financial Adviser
· ENGADINE, NSW
Michael Thomas Stephen New
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000297466
Michael Thomas Stephen New is a financial adviser based in Engadine, New South Wales, with 32 years of experience in the financial services industry. Michael is currently authorised under Alliance Wealth Pty Ltd. 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 Diploma of Financial Planning (DFP 1-8) from Financial Planning Association (FPA). Michael is a member of Certified Financial Planner (CFP) of FPA Australia and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2000
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2014
Professional Certificate in Self-Managed Superannuation Funds
University of Adelaide