Financial Adviser
· FORTITUDE VALLEY, QLD
Michael Van Loenen
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000318818
Michael Van Loenen is a financial adviser based in Fortitude Valley, Queensland, with 19 years of experience in the financial services industry. Michael is currently authorised under Capstone 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 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
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register