Financial Adviser · MAROOCHYDORE, QLD

Michael John Templeton

MAROOCHYDORE, QLD

34 Years experience

Tax advice
authorised

ASIC Registered · ADV 000437784

Currently at

Ausbiz Wealth

Maroochydore, QLD (firm address)

View firm profile

Michael John Templeton is a financial adviser based in Maroochydore, Queensland, with 34 years of experience in the financial services industry since 1992. Michael is currently authorised under Ellerfield Private Wealth, operating through Ausbiz Wealth. Michael holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Michael holds a Diploma of Financial Planning from Financial Planning Association of Australia (FPA). Michael is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Restrictions: Also authorised for Deposit and Payment Products limited to Basic Deposit Products and Deposit Products other than Basic Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

1999

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

Registration History

Ellerfield Private Wealth Pty Limited

Mar 2023 - Present Current

Also authorised for Deposit and Payment Products limited to Basic Deposit Products and Deposit Products other than Basic Deposit Products

Fortnum Private Wealth Ltd

Jul 2022 - Feb 2023 Ceased

Not SMSF

Hillross Financial Services Limited

May 2021 - Jun 2022 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

GWM ADVISER SERVICES PTY LTD

Apr 2013 - May 2021 Ceased

Specialised Private Capital Wholesale Pty Ltd

Jul 2001 - Mar 2013 Ceased

Source: ASIC Financial Advisers Register