Financial Adviser · FRANKSTON, VIC

Michael Eikelis

FRANKSTON, VIC

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000432104

Currently at

Frankston Financial

Melbourne, VIC (firm address)

View firm profile

About Michael Eikelis

Michael Eikelis is a financial adviser based in Frankston, Victoria, with 13 years of experience in the financial services industry since 2013. Michael is currently authorised under Capstone Financial Planning, operating through Frankston Financial. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Bachelor of Business from Monash University. 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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2012

Diploma of Financial Services (Financial Planning)

Kaplan

2012

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2013

Bachelor of Business

Monash University

2014

Advanced Diploma of Financial Planning

Kaplan

2014

Advanced Diploma of Financial Planning

Kaplan Professional

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Dec 2021 - Present Current

This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Capstone Financial Planning Pty Ltd

May 2021 - Nov 2021 Ceased

This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

WEALTH TRAIL PTY LTD

Jan 2021 - Apr 2021 Ceased

AFFINIA FINANCIAL ADVISERS PTY LTD

Sep 2017 - Jan 2021 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

Apr 2017 - Aug 2017 Ceased

Government Debentures, Stocks or Bonds: Class of product only; Securities: Class of product only; Superannuation: Not authorised to provide SMSF advice

Australia And New Zealand Banking Group Limited

Oct 2014 - Feb 2017 Ceased

Charter Financial Planning Limited

Dec 2012 - Aug 2014 Ceased

Source: ASIC Financial Advisers Register