Financial Adviser
· MAROOCHYDORE, QLD
Michael Beal
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000468078
Michael Beal is a financial adviser based in Maroochydore, Queensland, with 31 years of experience in the financial services industry. Michael is currently authorised under Insight Investment Services 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 Master of Business Administration from Massey University. Michael is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
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
2001
Master of Business Administration
Massey University
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2018
Master of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives
Source: ASIC Financial Advisers Register