Data sourced from ASIC Financial Advisers Register
Financial Adviser · BROADBEACH, QLD

Michael Andrew Jerard

20 Years experience
Tax advice
authorised
Currently at
Picture Wealth Advisory Pty Ltd
Perth, WA
View firm profile
ASIC Registered · ADV 000299742

Michael Andrew Jerard is a financial adviser based in Broadbeach, Queensland, with 20 years of experience in the financial services industry. Michael is currently authorised under Picture Wealth Advisory 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 Government Bonds

Restrictions: Not Authorised for Self Managed Superannuation or Standard Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1985
Bachelor of Commerce
The University of Melbourne
2005
Diploma of Financial Services (Financial Planning)
FPA - Deakin University & Tribeca
2012
Advanced Diploma of Financial Services (Financial Planning)
Tribeca & Kaplan Professional
2021
Ethics & Professionalism in Financial Advice FPC002B
Ethics - Kaplan Professional
2022
Certified Financial Planner
FPA

Registration History

Picture Wealth Advisory Pty Ltd
Sep 2024 - Present Current
Not Authorised for Self Managed Superannuation or Standard Margin Lending
AAN WEALTH MANAGEMENT PTY LTD
Oct 2023 - Sep 2024 Ceased
Investors Direct Financial Planning Pty Ltd
Jan 2021 - Oct 2023 Ceased
AUSTRALIAN FINANCIAL & INSURANCE SERVICES PTY. LTD.
Nov 2019 - Jan 2020 Ceased
Personal Financial Services Ltd
Jul 2016 - Sep 2017 Ceased
PREMIUM WEALTH MANAGEMENT PTY LTD
Sep 2015 - Jun 2016 Ceased
Synchron Advice Pty Ltd
Jul 2011 - Nov 2013 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Apr 2011 - Jul 2011 Ceased
SIRISTON GROUP LTD
Mar 2010 - Jun 2010 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Jul 2009 - Mar 2010 Ceased

Source: ASIC Financial Advisers Register