Financial Adviser · ENGADINE, NSW

Michael Thomas Stephen New

ENGADINE, NSW
32 Years experience
Tax advice
authorised
ASIC Registered · ADV 000297466
Currently at
Bundall, QLD (firm address)

Michael Thomas Stephen New is a financial adviser based in Engadine, New South Wales, with 32 years of experience in the financial services industry since 1994. Michael is currently authorised under Alliance 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 Diploma of Financial Planning (DFP 1-8) from Financial Planning Association (FPA). Michael is a member of Certified Financial Planner (CFP) of FPA Australia and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2000
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2014
Professional Certificate in Self-Managed Superannuation Funds
University of Adelaide

Registration History

Feb 2021 - Present Current
GWM ADVISER SERVICES PTY LTD
Dec 2003 - Feb 2021 Ceased

Source: ASIC Financial Advisers Register