Financial Adviser
· OSBORNE PARK, WA
Michael Adair
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000224476
Michael Adair is a financial adviser based in Osborne Park, Western Australia, with 26 years of experience in the financial services industry. Michael is currently authorised under Alliance Wealth Pty Ltd. 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 Certified Financial Planner (CFP) Education Program from FPA Australia. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce (Economics and Finance)
Curtin University of Technology
1998
Certificate III in Financial Markets
Securities Institute Education
1998
Graduate Diploma in Applied Finance and Investments (Investment Management)
Securities Institute Education
2000
Graduate Diploma in Financial Planning
Securities Institute Education
2002
Certified Financial Planner (CFP) Education Program
FPA Australia
2015
Self Managed Superannuation Funds Program
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
Registration History
GPL (VIC) PTY LTD
ADDWEALTH FINANCIAL SERVICES PTY LTD
PROVIDENCE FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register