MICHAEL AARON OSBOURNE

Financial Adviser · Erina, NSW

Registered

Registration Number

001003898

Registration Status

Registered

Location

Erina, NSW 2250

Providing Advice Since

2005

Registration Date

04/02/2022

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2021 - SuperConcepts Specialist SMSF Course - Other - SuperConcepts
2022 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2022 - Commercial Law - Other - Kaplan Higher Education Pty Limited
2022 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.