Financial Adviser
· SYDNEY, NSW
Michael Coorey
No disciplinary history on record with ASIC
SYDNEY,
NSW
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000252882
About Michael Coorey
Michael Coorey is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry since 1999. Michael is currently authorised under Strategic Advice Australia, operating through Strategic Planning Solutions. 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) and Million Dollar Round Table (MDRT).
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
Deakin University/Financial Planning Association of Australia
2007
Certified Financial Planner
Financial Planning Association of Australia
2010
Margin Lending and Geared Investments
Kaplan Professional
2019
Self Managed Superannuation Funds
Kaplan
2020
Master of Financial Planning
Kaplan