MICHAEL DAVIE
Financial Adviser · Preston, VIC
📚 Qualifications & Training
2005 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Tribeca Learning (Aust) Pty Ltd
2005 - Diploma of Financial Services - Diploma (AQF 5) - Tribeca Learning (Aust) Pty Ltd
2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association
2011 - Self Managed Superannuation Specialist Adviser - Other - SMSF Professionals Association of Australia
2017 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan
🏢 Professional Memberships
SMSF Association
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.