Financial Adviser
· SALTER POINT, WA
Michael Jon Spencer
No disciplinary history on record with ASIC
SALTER POINT,
WA
34
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003515
About Michael Jon Spencer
Michael Jon Spencer is a financial adviser based in Salter Point, Western Australia, with 34 years of experience in the financial services industry since 1992. Michael is currently authorised under Synchron Advice. 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 from 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
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Diploma of Financial Planning
Financial Advice Association Australia
1999
Certified Financial Planner
FPA
2011
Margin Lending and Geared Investments
Kaplan Professional
2019
FPC002b Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register