Financial Adviser · NORTH WARD, QLD

Mikhail Damian Fanti

13 Years experience

Tax advice
authorised

Currently at

Seed Wealth Australia Financial Services Pty Ltd

North Ward, QLD

View firm profile

ASIC Registered · ADV 001001034

Mikhail Damian Fanti is a financial adviser based in North Ward, Queensland, with 13 years of experience in the financial services industry. Mikhail is currently authorised under Seed Wealth Australia Financial Services Pty Ltd. Mikhail 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 Business (Accounting/Financial Management) from James Cook University. Mikhail is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Business (Accounting/Financial Management)

James Cook University

2013

Advanced Diploma of Financial Planning

Kaplan Higher Education

2019

ASX Listed Product Accreditation (ALPA)

Kaplan

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

2024

SMSF Specialist Adviser

SMSF Association

Registration History

Seed Wealth Australia Financial Services Pty Ltd

Jun 2023 - Present Current

Millennium 3 Financial Services Pty Ltd

Feb 2019 - Jun 2023 Ceased

Government Debentures, Stocks or Bonds: class of product only.

Commonwealth Financial Planning Limited

Jan 2013 - Oct 2018 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register