Financial Adviser
· BERWICK, VIC
Clinton Michael Teitz
No disciplinary history on record with ASIC
BERWICK,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271627
About Clinton Michael Teitz
Clinton Michael Teitz is a financial adviser based in Berwick, Victoria, with 8 years of experience in the financial services industry since 2018. Clinton is currently authorised under Count Financial Limited, operating through Count Financial. Clinton holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Clinton's qualifications include a Graduate Diploma of Financial Planning from Deakin University. Clinton 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
2018
Diploma of Financial Planning
Mentor Education
2022
Graduate Diploma of Financial Planning
Deakin University
2024
Introduction to Self-Managed Superannuation Funds
Kaplan Higher Education
2024
Introduction to Self-Managed Superannuation Funds
Kaplan Professional
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not authorised in SMSF ,Standard Margin Lending Facility
AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative is restricted to providing financial advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) investment life insurance products and (b) life risk insurance products, Managed Investment Schemes including IDPS, Retirement Savings Account Products (RSA products), Securities and Superannuation.
Source: ASIC Financial Advisers Register