Financial Adviser · BRISBANE CITY, QLD

Michael Innes

30 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001004474

Michael Innes is a financial adviser based in Brisbane City, Queensland, with 30 years of experience in the financial services industry. Michael is currently authorised under Perpetual Trustee Company Limited. Michael holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Michael is a member of Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia and Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

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

Restrictions: Not authorised to provide Tax (Financial) Advice services

Authorised to provide tax financial advice services

Qualifications and Training

1998

ADA Level 1 & 2

ASX

1999

Certificate III in Financial Markets

Securities Institute of Australia

2002

Diploma of Financial Markets

Securities Institute of Australia

2002

Superannuation Advice and Regulations

Securities Institute of Australia

2010

Margin Lending Accreditation

Kaplan

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

2025

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Perpetual Trustee Company Limited

May 2025 - Present Current

Not authorised to provide Tax (Financial) Advice services

Ord Minnett Limited

Jan 2013 - Feb 2025 Ceased

ORD MINNETT FINANCIAL PLANNING PTY LIMITED

Jan 2013 - Jun 2020 Ceased

Commonwealth Private Limited

Mar 2010 - Jan 2013 Ceased

Source: ASIC Financial Advisers Register