MICHAEL DAVID ALLANSON
Financial Adviser Ā· Hillarys, WA
š Qualifications & Training
2006 - Diploma of Financial Services (Financial Planning) - - FSTA
2010 - Margin Lending & Geared Investments Adviser Accreditation - - Kaplan
2013 - Fellow Charted Financial Practitioner (FChFP) - - RG146 Training Australia
2018 - SuperConcepts & ICFS Specialist SMSF course - - The University of Adelaide
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.