MICHAEL DEREK HARVEY
Financial Adviser · Launceston, TAS
📚 Qualifications & Training
1992 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Tasmania
2014 - Diploma of Financial Planning - Diploma (AQF 5) - CPA
2016 - Advising in SMSFs - - CPA
2016 - Superannuation - - CPA
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2022 - Superannuation and Retirement Advice - Other - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
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.