Financial Adviser · ULLADULLA, NSW

Michael Robert Gallagher

ULLADULLA, NSW
27 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002840
Currently at
Bundall, QLD (firm address)

Michael Robert Gallagher is a financial adviser based in Ulladulla, New South Wales, with 27 years of experience in the financial services industry since 1999. Michael is currently authorised under Professional Investment Services, operating through Nkl Financial Planning. 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 DFP Competencies (DFP1-7) from FPA Australia.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2001
DFP Competencies (DFP1-7)
FPA Australia
2021
Economic and Legal Context for Financial Planning Course (FPC001B)
Regulation & Legal Obligations - Kaplan Higher Education
2021
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2025
Tax for Financial Advising
Kaplan Professional

Registration History

Apr 2020 - Present Current
Feb 2020 - Apr 2020 Ceased
Oct 2003 - Feb 2020 Ceased
Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register