MICHAEL REES-EVANS
Financial Adviser · Lane Cove, NSW
📚 Qualifications & Training
2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia
2006 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2010 - Masters of Management in Financial Management - Masters Degree (AQF 9) - Macquarie Graduate School of Management
2012 - SMSF Specialist Advisor - Professional Designations - SMSF Professionals Association of Australia
2019 - Ethics + Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2019 - FASEA Exam - Other - FASEA
2024 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Managed Account Professionals (IMAP)
SMSF Association
The Tax 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.