Financial Adviser · HYDE PARK, QLD

Michael David Marodi

HYDE PARK, QLD
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001269705
Currently at
Erina, NSW (firm address)

About Michael David Marodi

Michael David Marodi is a financial adviser based in Hyde Park, Queensland, with 8 years of experience in the financial services industry since 2018. Michael is currently authorised under Hnw 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 Master of Financial Planning from Kaplan Professional.

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

2017
Bachelor of Business (Management)
James Cook University
2018
DFP: Securities and Managed Investments
Kaplan Professional
2018
Diploma of Financial Planning
Kaplan Professional
2019
Financial Adviser Exam
FASEA
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2023
Master of Financial Planning
Kaplan Professional
2024
Accredited Behavioural Finance Professional, ABFP
College For Financial Planning
2024
Chartered Retirement Planning Counsellor, CRPC
College For Financial Planning

Registration History

Apr 2023 - Present Current
Apr 2021 - Mar 2023 Ceased
Nov 2018 - Mar 2021 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register