Financial Adviser · SOUTH YARRA, VIC

Michael Alexander Peart

1 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001312134

Michael Alexander Peart is a financial adviser based in South Yarra, Victoria, with 1 year of experience in the financial services industry. Michael is currently authorised under Charter Financial Planning Limited. Michael 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 Master of Finance from Royal Melbourne Institute Of Technology. 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 Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2018

Master of Finance

Royal Melbourne Institute Of Technology

2022

Graduate Diploma in Financial Planning

Western Sydney University

Registration History

Charter Financial Planning Limited

Oct 2024 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register