Financial Adviser · WEST END, QLD

Michael Bond

20 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000281207

Michael Bond is a financial adviser based in West End, Queensland, with 20 years of experience in the financial services industry since 2006. Michael is currently authorised under Charter Financial Planning. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Bachelor of Commerce from Bond University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2002

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2002

Bachelor of Commerce

Bond University

2005

Diploma of Financial Services (Financial Planning)

Tribeca

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2013

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2019

FPC002B Ethics and Professionalism in Financial Advice

Bridging Course - Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Oct 2024 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Alliance Wealth Pty Ltd

Jan 2020 - Oct 2024 Ceased

AIW DEALER SERVICES PTY LTD

May 2016 - Jan 2020 Ceased

SUNCORP FINANCIAL SERVICES PTY LTD

Apr 2011 - May 2016 Ceased

SUNCORP FINANCIAL SERVICES PTY LTD

Mar 2006 - Apr 2011 Ceased

Source: ASIC Financial Advisers Register