Financial Adviser
· SHEPPARTON, VIC
Michael James Chalmers
No disciplinary history on record with ASIC
SHEPPARTON,
VIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000384001
About Michael James Chalmers
Michael James Chalmers is a financial adviser based in Shepparton, Victoria, with 28 years of experience in the financial services industry since 1998. Michael is currently authorised under Australian Financial Planning Group. 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 (Financial Planning) from Royal Melbourne Institute of Technology (RMIT). Michael is a member of Certified Financial Planner (CFP) of FAAA.
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
2001
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology (RMIT)
2001
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional