MICHAEL EGAN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1982 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Sydney
1988 - Chartered Accountant - - Institute of Chartered Accountants in Australia
1999 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2000 - Series 7 - - US Securities and Exchange Commission
2002 - ADA Level 1 & 2 - - ASX
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.