Financial Adviser · BARDON, QLD

Michael John Lobodarz

32 Years experience
Tax advice
authorised
ASIC Registered · ADV 000256607

Michael John Lobodarz is a financial adviser based in Bardon, Queensland, with 32 years of experience in the financial services industry since 1994. Michael is currently authorised under Loyalty Financial Services. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Certified Financial Planner from Financial Planning Association. Michael is a member of Mortgage & Finance Association of Australia (MFAA).

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

2002
Certified Financial Planner
Financial Planning Association
2002
Diploma of Financial Planning
Deakin
2009
Certificate IV in Financial Services
- AAMC
2011
Diploma in Financial Services
- AAMC
2013
ASX Accredited Listed Products Adviser (ALPA) Programme
Kaplan

Registration History

Sep 2023 - Present Current
NEXTGEN FINANCIAL GROUP PTY LTD
May 2017 - Aug 2023 Ceased
Excluding Standard Margin Lending
ACN 130 288 578 PTY LTD
Mar 2015 - May 2017 Ceased
WEALTHSURE PTY LTD
Jun 2009 - Feb 2015 Ceased

Source: ASIC Financial Advisers Register