MICHAEL TIDY

Financial Adviser ยท Kalamunda, WA

Registered

Registration Number

000446218

Registration Status

Registered

Location

Kalamunda, WA 6076

Providing Advice Since

2003

Registration Date

20/08/2014

Financial Services Licensee

ELDERS FINANCIAL PLANNING PTY LTD

Licence #000224645

๐Ÿ“š Qualifications & Training

2004 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute
2005 - Financial Plan Construction & Review - Certificate (AQF 1-4) - Kaplan
2012 - Estate Planning - Certificate (AQF 1-4) - Kaplan
2012 - Taxation Planning - Certificate (AQF 1-4) - Kaplan
2015 - Cavendish & ICFS Specialist SMSF Course - Certificate (AQF 1-4) - The University of Adelaide

โ„น๏ธ 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.