Financial Adviser · WEST END, QLD

Micheal John Kiefer

23 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000337218

Micheal John Kiefer is a financial adviser based in West End, Queensland, with 23 years of experience in the financial services industry. Micheal is currently authorised under Charter Financial Planning Limited. Micheal 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 Commerce from University of New England.

Authorised to Advise On

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

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

1997

Taxation Law

University of New England

1998

Bachelor of Commerce

University of New England

2008

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2013

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2019

FPC002B Ethics and Professionalism in Financial Advice

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

JIGSAW SUPPORT SERVICES PTY LIMITED

May 2009 - Apr 2011 Ceased

Source: ASIC Financial Advisers Register