Financial Adviser · NARRE WARREN, VIC

Michael Wallace

NARRE WARREN, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001267421

Currently at

Lifespan Financial Planning

Sydney, NSW (firm address)

View firm profile

About Michael Wallace

Michael Wallace is a financial adviser based in Narre Warren, Victoria, with 8 years of experience in the financial services industry since 2018. Michael is currently authorised under Lifespan Financial Planning. 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 CFP. 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: The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2014

Bachelor Commerce (Accounting & Finance)

Swinburne University of Technology

2015

Advanced Diploma of Financial Planning

Kaplan Professional

2019

Certified Financial Planner

CFP

2019

Diploma of Financial and Mortgage Broking Management

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Lifespan Financial Planning Pty Ltd

Jul 2026 - Present Current

The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Securinvest Financial Planners Pty. Ltd.

Sep 2018 - Jun 2026 Ceased

Source: ASIC Financial Advisers Register