Financial Adviser
· MELBOURNE, VIC
Treanna Marlene Michlik
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267177
About Treanna Marlene Michlik
Treanna Marlene Michlik is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Treanna is currently authorised under Fortnum Advice. Treanna holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Treanna's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Diploma of Financial Planning FNS50615
AAMC Training Group
2024
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register