MICHAEL BANKS

Financial Adviser ยท Wollongong, NSW

Registered

Registration Number

000460645

Registration Status

Registered

Location

Wollongong, NSW 2500

Providing Advice Since

2014

Registration Date

29/04/2015

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1993 - Bachelor of Economics - Bachelor Honours Degree (AQF 8) - University of Sydney
2009 - Master of Strategic Management - Masters Degree (AQF 9) - University of Wollongong
2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.