Financial Adviser · CAMBERWELL, VIC

Michael Di Guglielmo

12 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001001013

Michael Di Guglielmo is a financial adviser based in Camberwell, Victoria, with 12 years of experience in the financial services industry. Michael is currently authorised under Akumin Financial Planning Pty Limited. 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 Bachelor of Finance from Australian National University.

Authorised to Advise On

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

2012

Bachelor of Finance

Australian National University

2013

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2015

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2022

Commercial Law

Kaplan Higher Education Pty Limited

2022

Tax for Financial Advising

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Aug 2022 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Commonwealth Financial Planning Limited

Sep 2014 - Dec 2021 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register