Financial Adviser
· PRESTON, VIC
Michael Davie
No disciplinary history on record with ASIC
PRESTON,
VIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000443519
About Michael Davie
Michael Davie is a financial adviser based in Preston, Victoria, with 27 years of experience in the financial services industry since 1999. Michael is currently authorised under Lifespan 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 Certified Financial Planner (CFP) from Financial Planning Association. Michael is a member of SMSF Association.
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
2005
Advanced Diploma of Financial Services
Tribeca Learning (Aust) Pty Ltd
2005
Diploma of Financial Services
Tribeca Learning (Aust) Pty Ltd
2008
Certified Financial Planner (CFP)
Financial Planning Association
2011
Self Managed Superannuation Specialist Adviser
SMSF Professionals Association of Australia
2017
Tier 1 Margin Lending
Other - Kaplan
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register