MICHAEL CARLTON
Financial Adviser · Port Macquarie, NSW
📚 Qualifications & Training
2002 - Diploma Financial Planning - - Financial Planning Association
2004 - SMSF - - Tribeca Learning Australia
2010 - AO - Margin Lending and Geared Investments - - Kaplan Professional
2012 - Limited Recourse Borrowing Advice Accreditation - - DBA Bulters Lawyers - Crowe Horwath Australia
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.