Financial Adviser
· BALLARAT CENTRAL, VIC
Michael Poulton
No disciplinary history on record with ASIC
BALLARAT CENTRAL,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239824
About Michael Poulton
Michael Poulton is a financial adviser based in Ballarat Central, Victoria, with 23 years of experience in the financial services industry since 2003. Michael is currently authorised under Trg AFSL. 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 Business from Ballarat University College. Michael is a member of CPA Australia (CPA).
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
1993
Bachelor of Business
Ballarat University College
1997
Certified Practising Accountant
CPA Australia
2002
Financial Planning Specialist
CPA Australia
2004
Self Managed Superannuation Funds
Tribeca
2010
Margin Lending and Geared Investments
Kaplan