MICHAEL SHELDON BLUMBERG
Financial Adviser Β· South Perth, WA
π Qualifications & Training
1981 - Bachelor of Commerce - - University of the Witwatersrand South Africa
1986 - Higher Diploma in Company Law - - University of the Witwatersrand South Africa
1997 - Chartered Accountant (Associate) - - The Institute of Chartered Accountants in Australia
2005 - PS 146 compliance - - IntegraTec
2008 - Chartered Accountant (Fellow) - - The Institute of Chartered Accountants in Australia
π’ Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
βΉοΈ 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.