Financial Adviser
· SOUTHPORT, QLD
Michael James Rodriguez
No disciplinary history on record with ASIC
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001315085
Michael James Rodriguez is a financial adviser based in Southport, Queensland. Michael is currently authorised under Essential Wealth 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 Business (Accounting & Finance) from University of Technology Sydney. 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
2017
Bachelor of Business (Accounting & Finance)
University of Technology Sydney
2021
Certificate IV in Finance and Mortgage Broking
AAMC Training Group
2024
Graduate Diploma of Financial Planning
Kaplan