Financial Adviser · FORTITUDE VALLEY, QLD

Michael Van Loenen

FORTITUDE VALLEY, QLD

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000318818

Currently at

Cogniti Wealth

Melbourne, VIC (firm address)

View firm profile

Michael Van Loenen is a financial adviser based in Fortitude Valley, Queensland, with 19 years of experience in the financial services industry since 2007. Michael is currently authorised under Capstone Financial Planning, operating through Cogniti Wealth. 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 Bachelor of Commerce (major in Finance) from University of Southern Queensland. 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

2007

Diploma of Financial Services (Financial Planning)

Mentor Education

2009

Advanced Diploma of Financial Services (Financial Planning)

Mentor Education

2010

Bachelor of Commerce (major in Finance)

University of Southern Queensland

2012

Self Managed Superannuation Funds

Kaplan Professional

2013

Accredited Listed Product Adviser Program

Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Dec 2023 - Present Current

Capstone Financial Planning Pty Ltd

Sep 2021 - Dec 2023 Ceased

Hillross Financial Services Limited

Sep 2012 - Aug 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Matrix Planning Solutions Limited

Oct 2007 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register