Financial Adviser · SYDNEY, NSW

Michael Messinesi

SYDNEY, NSW

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002135

Currently at

The Trustee For Clearpath Financial Advisers Trust 1

Bella Vista, NSW (firm address)

View firm profile

About Michael Messinesi

Michael Messinesi is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry since 2009. Michael is currently authorised under Templestone Financial Services, operating through The Trustee For Clearpath Financial Advisers Trust 1. 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 Bachelor of Economics from University of New England. Michael is a member of Financial Services Institute of Australasia (FINSIA), Mortgage and Finance Association of Australia (MFAA) and Tax Practitioners Board.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Economics

University of New England

2009

Diploma of Financial Planning

Mentor Australia

2014

Advanced Diploma of Financial Planning/Advice

Kaplan

2015

Diploma of SMSF

Mentor Australia

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Templestone Financial Services Pty Ltd

Oct 2022 - Present Current

Consilium Advice Pty Ltd

Apr 2019 - Oct 2022 Ceased

SPECTRUM WEALTH ADVISERS PTY LTD

Sep 2016 - Apr 2019 Ceased

Full Advice

LIBERTAS FINANCIAL PLANNING PTY LTD

May 2016 - Aug 2016 Ceased

Australian Financial Planning Group Pty Limited

Aug 2014 - Feb 2016 Ceased

Source: ASIC Financial Advisers Register