Financial Adviser
· SYDNEY, NSW
Michael Muehlheim
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005219
Michael Muehlheim is a financial adviser based in Sydney, New South Wales, with 29 years of experience in the financial services industry. Michael is currently authorised under Macquarie Bank 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 CFP Certification from Financial Advice Association Australia. 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
2000
Bachelor of Business (Economics and Finance)
RMIT University
2002
Diploma of Financial Planning 1-8
Financial Advice Association Australia
2006
CFP Certification
Financial Advice Association Australia
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2014
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register