Financial Adviser
· TAMWORTH, NSW
Michael Richard Bowman
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005661
Michael Richard Bowman is a financial adviser based in Tamworth, New South Wales, with 27 years of experience in the financial services industry. Michael is currently authorised under Catalpa 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 FPA. 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
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Business
UNE/OAC
2003
Diploma of Financial Planning
Financial Planning Association
2005
Certified Financial Planner
FPA
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher education Pty Ltd
Registration History
You are authorised to perform the following tasks:Deposit and payment products limited to: - Basic Deposit Products; - Deposit Products other than basic Deposit Products Life Products including; a) Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and b) Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; Interest in Managed Investment Schemes including investor directed portfolio services; Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997); Superannuation and associated retirement products;
Source: ASIC Financial Advisers Register