MICHAEL POULTON
Financial Adviser Ā· Ballarat, VIC
š Qualifications & Training
1993 - Bachelor of Business - - Ballarat University College
1997 - Certified Practising Accountant - - CPA Australia
2002 - Financial Planning Specialist - - CPA Australia
2004 - Self Managed Superannuation Funds - - Tribeca
2010 - Margin Lending and Geared Investments - - Kaplan
š¢ Professional Memberships
CPA Australia (CPA)
ā¹ļø 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.