Financial Adviser
· BELROSE, NSW
Michael Rees-evans
No disciplinary history on record with ASIC
BELROSE,
NSW
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247793
Michael Rees-evans is a financial adviser based in Belrose, New South Wales, with 24 years of experience in the financial services industry since 2002. Michael is currently authorised under Libertas Private Wealth. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Michael is a member of Financial Advice Association of Australia (FAAA), Institute of Managed Account Professionals (IMAP), SMSF Association and The Tax Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2006
Certified Financial Planner
Financial Planning Association of Australia
2010
Masters of Management in Financial Management
Macquarie Graduate School of Management
2012
SMSF Specialist Advisor
SMSF Professionals Association of Australia
2019
Ethics + Professionalism in Financial Advice
Ethics - Kaplan Professional
2019
FASEA Exam
FASEA
2024
Certificate IV in Finance and Mortgage Broking
Kaplan Professional