MICHAEL VAN LOENEN

Financial Adviser ยท Brisbane City, QLD

Registered

Registration Number

000318818

Registration Status

Registered

Location

Brisbane City, QLD 4000

Providing Advice Since

2007

Registration Date

01/09/2021

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education
2010 - Bachelor of Commerce (major in Finance) - Bachelor Degree (AQF 7) - University of Southern Queensland
2012 - Self Managed Superannuation Funds - Other - Kaplan Professional
2013 - Accredited Listed Product Adviser Program - Other - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.