Financial Adviser · CLAREMONT, WA

Michelle Baumanis

22 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000255313

Michelle Baumanis is a financial adviser based in Claremont, Western Australia, with 22 years of experience in the financial services industry. Michelle is currently authorised under Finchley & Kent Pty Ltd. Michelle 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 Diploma of Finance and Mortgage Broking Management from AAMC. Michelle is a member of Mortgage & Finance Association of Australia (MFAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not authorised in Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Finance and Mortgage Broking Management

AAMC

2004

Diploma of Financial Planning

Kaplan

Registration History

Finchley & Kent Pty Ltd

Aug 2024 - Present Current

Not authorised in Self Managed Superannuation Funds

Havana Financial Services Pty Ltd

Feb 2020 - Aug 2024 Ceased

Not authorised in Self Managed Superannuation Funds

ACN 130 288 578 PTY LTD

Mar 2015 - Feb 2020 Ceased

Superannuation Authorisation excludes Self Managed Superannuation Fund advice

WEALTHSURE PTY LTD

Mar 2009 - Feb 2015 Ceased

Source: ASIC Financial Advisers Register