Financial Adviser
· ALBERT PARK, VIC
Michael Kakaras
No disciplinary history on record with ASIC
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250846
Michael Kakaras is a financial adviser based in Albert Park, Victoria, with 37 years of experience in the financial services industry. Michael is currently authorised under Anc 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 Certified Financial Planner from FPA. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Certified Financial Planner
FPA
2003
Self Managed Super Fund Course
Integretec
2009
ASX Securities
Kaplan
2010
Margin Lending
Kaplan
2022
Graduate Diploma of Financial Planning
Deakin University
Registration History
Source: ASIC Financial Advisers Register