Financial Adviser
· SOUTH BRISBANE, QLD
Michelle Dall'alba
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007324
Michelle Dall'alba is a financial adviser based in South Brisbane, Queensland, with 21 years of experience in the financial services industry. Michelle is currently authorised under Mgd Wealth Ltd. Michelle 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 (Management)/Bachelor of Economics from The University of Queensland.
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
2004
Bachelor of Business (Management)/Bachelor of Economics
The University of Queensland
2007
Advanced Diploma of Financial Services (Financial Planning)
Tribeca Learning (Aust) Pty Limited
2010
Graduate Diploma of Applied Finance
Kaplan Higher Education Pty Limited
2011
Certificate in Foundation Tax
The Tax Institute
2011
Margin Lending and Geared Investments Accreditation
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
TYNAN MACKENZIE PTY LTD
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register