Financial Adviser · EAST MALVERN, VIC

Miguel Frances

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000335722

Miguel Frances is a financial adviser based in East Malvern, Victoria, with 17 years of experience in the financial services industry. Miguel is currently authorised under Bombora Advice Pty Ltd. Miguel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Miguel holds a Diploma of Financial Services (Financial Planning) from Financial Services Training & Assessment. Miguel 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

Authorised to provide tax financial advice services

Qualifications and Training

2004
Diploma of Financial Services (Financial Planning)
Financial Services Training & Assessment

Registration History

Jan 2018 - Present Current
Mar 2010 - Jan 2018 Ceased
Superannuation is restricted to Life products in Superannuation and the establishment of Superannuation for the purpose of holding Life products.

Source: ASIC Financial Advisers Register