Financial Adviser · SYDNEY, NSW

Michael Messinesi

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002135

Michael Messinesi is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry. Michael is currently authorised under Templestone Financial Services 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 Bachelor of Economics from University of New England. Michael is a member of Financial Services Institute of Australasia (FINSIA), Mortgage and Finance Association of Australia (MFAA) and Tax Practitioners Board.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of Economics
University of New England
2009
Diploma of Financial Planning
Mentor Australia
2014
Advanced Diploma of Financial Planning/Advice
Kaplan
2015
Diploma of SMSF
Mentor Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Oct 2022 - Present Current
Apr 2019 - Oct 2022 Ceased
SPECTRUM WEALTH ADVISERS PTY LTD
Sep 2016 - Apr 2019 Ceased
Full Advice
LIBERTAS FINANCIAL PLANNING PTY LTD
May 2016 - Aug 2016 Ceased

Source: ASIC Financial Advisers Register