Financial Adviser
· DEE WHY, NSW
Cayle Michael Petritsch
No disciplinary history on record with ASIC
DEE WHY,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271025
Cayle Michael Petritsch is a financial adviser based in Dee Why, New South Wales, with 8 years of experience in the financial services industry since 2018. Cayle is currently authorised under Akambo. Cayle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cayle's qualifications include a Bachelor Of Commerce from University of Newcastle. Cayle is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
ACFI3170 Taxation in Australia
University of Newcastle
2007
Bachelor Of Commerce
University of Newcastle
2007
LEGL1001 Foundations of law
University of Newcastle
2012
Graduate Diploma of Chartered Accounting
Chartered Accountants
2013
Chartered Accountant Program
CA ANZ
2014
SMSF Specialist Advisor
SMSF Association
2015
Diploma of Financial Planning
Integrity Education Group
2024
FPC002B Ethics and Professionalism in Financial Planning
Ethics - Kaplan