Financial Adviser · WEST PENNANT HILLS, NSW

Michael Gerard Rodrigues

40 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000273016

Michael Gerard Rodrigues is a financial adviser based in West Pennant Hills, New South Wales, with 40 years of experience in the financial services industry. Michael is currently authorised under Interprac Financial Planning 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 Financial Advice Association Australia. Michael is a member of Association of Independently Owned Financial Professionals (AIOFP), Financial Advice Association of Australia (FAAA) and SMSF Association.

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

2014

Professional Certificate in Self Managed Superannuation Funds

University of Adelaide

2015

SMSF Specialist Advisor

SMSF Association

2016

Advanced Diploma of Financial Planning

International Institute of Technology

2023

Accredited Aged Care Professional

Aged Care Steps

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2023

Master of Financial Planning

Kaplan Higher Education Pty Limited

2024

Certified Financial Planner

Financial Advice Association Australia

2024

Certified Financial Strategist

Association of Independently Owned Financial Professionals

Registration History

Interprac Financial Planning Pty Ltd

Nov 2021 - Present Current

FINCHOICE PTY LTD

Jul 2013 - Nov 2021 Ceased

Source: ASIC Financial Advisers Register