MICHAEL MICHALCZYK

Financial Adviser Β· South Perth, WA

Registered

Registration Number

001001588

Registration Status

Registered

Location

South Perth, WA 6151

Providing Advice Since

2013

Registration Date

06/08/2019

Financial Services Licensee

AD ADVISORY SERVICES PTY LTD

Licence #000237058

πŸ“š Qualifications & Training

2010 - Bachelor of Commerce - Banking and Finance - Bachelor Degree (AQF 7) - Murdoch University
2013 - Diploma of Financial Planning - - Pinnacle Financial Services Academy
2014 - Self Managed Superannuation Funds - - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - - Kaplan Professional
2017 - Certified Financial Strategist - - Association of Independently Owned Financial Professionals

🏒 Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

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.