Data sourced from ASIC Financial Advisers Register
Financial Adviser · MANDURAH, WA

Michael Papiccio

28 Years experience
Tax advice
authorised
Currently at
Oakwood Financial Group Pty Limited
Bensville, NSW
View firm profile
ASIC Registered · ADV 000416796

Michael Papiccio is a financial adviser based in Mandurah, Western Australia, with 28 years of experience in the financial services industry. Michael is currently authorised under Oakwood Financial Group Pty 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 Graduate Diploma of Financial Planning from Kaplan. Michael is a member of SMSF Association - SMSF Specialist Advisor (SSA).

Authorised to Advise On

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

Restrictions: Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith.

Authorised to provide tax financial advice services

Qualifications and Training

2010
Diploma of Financial Services (Financial Planning FNS50804)
Kaplan
2012
Advanced Diploma of Financial Services (Financial Planning FNS60404)
Kaplan
2012
Margin Lending and Geared Investments
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2024
Graduate Diploma of Financial Planning
Kaplan

Registration History

Oakwood Financial Group Pty Limited
Jul 2022 - Present Current
Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith.
Fortnum Private Wealth Ltd
Mar 2020 - Jul 2022 Ceased
Financial Wisdom Limited
Jun 2015 - Feb 2020 Ceased
GENESYS WEALTH ADVISERS PTY LIMITED
Jun 2013 - May 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Financial Wisdom Limited
Jan 2012 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register