MICHAEL OZGA

Financial Adviser Β· Fulham, SA

Registered

Registration Number

000463825

Registration Status

Registered

Location

Fulham, SA 5024

Providing Advice Since

2014

Registration Date

27/09/2019

Financial Services Licensee

NEO FINANCIAL SOLUTIONS PTY LTD

Licence #000385845

πŸ“š Qualifications & Training

2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education
2014 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2017 - Principles of Self Managed Superannuation Funds - Other - International Institute of Technology
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

🏒 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.