Financial Adviser · NARRE WARREN, VIC

Micheal Anderson

18 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001002593

Micheal Anderson is a financial adviser based in Narre Warren, Victoria, with 18 years of experience in the financial services industry. Micheal is currently authorised under Capstone Financial Planning Pty Ltd. Micheal holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Micheal 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

2009

Diploma of Financial Services (Financial Planning)

GWM Adviser Service Ltd. trading as Advice Education

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2018

Certified Financial Planner

Financial Planning Association of Australia

2021

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).

Synchron Advice Pty Ltd

Aug 2019 - Nov 2021 Ceased

National Australia Bank Limited

Sep 2008 - Jul 2019 Ceased

Source: ASIC Financial Advisers Register