Financial Adviser
· SOUTH PERTH, WA
Michael Michalczyk
No disciplinary history on record with ASIC
SOUTH PERTH,
WA
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001588
About Michael Michalczyk
Michael Michalczyk is a financial adviser based in South Perth, Western Australia, with 13 years of experience in the financial services industry since 2013. Michael is currently authorised under Ad Advisory Services, operating through Fortuna Financial 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 Commerce. Michael is a member of Association of Independently Owned Financial Professionals (AIOFP).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce
2013
Diploma of Financial Planning
Pinnacle Financial Services Academy
2014
Self Managed Superannuation Funds
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Certified Financial Strategist
Association of Independently Owned Financial Professionals
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
NEXTGEN FINANCIAL GROUP PTY LTD
Excluding Standard Margin Lending
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register