MICHAEL JAMES CLEGG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Sydney
2012 - Accredited Derivatives Adviser Level 2 - Diploma (AQF 5) - Deakin Prime
2025 - TASACL Commercial Law - Other - Kaplan Professional
2025 - TFA Tax for Financial Advising - Other - Kaplan Professional
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.