Financial Adviser
· MANLY, NSW
Michael Hartley
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004192
Michael Hartley is a financial adviser based in Manly, New South Wales, with 19 years of experience in the financial services industry. Michael is currently authorised under Tms Private 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 Certified Financial Planner from Kaplan Education Pty Ltd. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce
University of Stellenbosch
2010
International Certificate in Wealth Management
Chartered Institute for Securities & Investments (United Kingdom)
2010
International Introduction to Investment
Chartered Institute for Securities & Investments (United Kingdom)
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2015
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2018
Certified Financial Planner
Kaplan Education Pty Ltd
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register