Financial Adviser
· MELBOURNE, VIC
Michael Eagar
No disciplinary history on record with ASIC
MELBOURNE,
VIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006362
About Michael Eagar
Michael Eagar is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry since 2014. Michael is currently authorised under McAllister Wealth Group, operating through McAllister Private Wealth. 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 Certified Financial Planner from Financial Advice Association Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce Major in Finance & Financial Planning
Griffith University
2017
Master of Financial Planning
Deakin University
2018
Self Managed Superannuation Funds
Kaplan Professioinal
2019
Certified Financial Planner
Financial Advice Association Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
UNITED GLOBAL CAPITAL PTY LTD
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only.
Source: ASIC Financial Advisers Register