Financial Adviser · BENTLEIGH, VIC

Michael John Stratton

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000312357

Michael John Stratton is a financial adviser based in Bentleigh, Victoria, with 23 years of experience in the financial services industry. Michael is currently authorised under Lifespan Financial Planning 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. 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

2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Specialist SMSF Course
University of Adelaide

Registration History

Oct 2019 - Present Current
Dec 2015 - Oct 2019 Ceased
Oct 2011 - Dec 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
WEALTHSURE PTY LTD
Mar 2006 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register