Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORWOOD, SA

Marco Edmund Michalski

8 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001271223

Marco Edmund Michalski is a financial adviser based in Norwood, South Australia, with 8 years of experience in the financial services industry. Marco is currently authorised under Akumin Financial Planning Pty Limited. Marco 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 (Corporate Finance) from University of Adelaide.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities 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

2018
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
Bachelor of Commerce (Corporate Finance)
University of Adelaide
2019
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2022
FPE016 Self Managed Super Funds
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Accredited Aged Care Professional
Aged Care Steps
2025
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Dec 2018 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register