George Michael Caredes
Financial Adviser in Sydney, New South Wales, Australia
Review George Michael Caredes
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000250639
- Location
- Sydney NSW 2000
- Licensee
- Altus Financial Services Pty Ltd (AFSL 520266)
- Authorised since
- 14 May 2021
- First provided advice
- 2004
- Qualifications
- Bachelor of Mathematics and Finance, University of Technology Sydney (1998); Diploma of Financial Planning, Financial Advice Association of Australia Limited (1999); Advanced Diploma of Financial Planning, Financial Advice Association of Australia Limited (2000); Certified Financial Planner CFP, Financial Advice Association of Australia Limited (2000); Graduate Diploma in Applied Finance and Investment, Financial Services Institute of Australasia (2001); SMSF Specialist Advisor, SMSF Association Ltd (2014); Accredited Listed Product Adviser Program, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About George Michael Caredes
George Michael Caredes is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000250639.
The licensee George advises under is Altus Financial Services Pty Ltd (AFS licence 520266). The current authorisation started on 14 May 2021.
According to the register, George first provided financial advice in 2004. The qualifications listed for George include Bachelor of Mathematics and Finance (University of Technology Sydney, 1998), Diploma of Financial Planning (Financial Advice Association of Australia Limited, 1999) and Advanced Diploma of Financial Planning (Financial Advice Association of Australia Limited, 2000). George is recorded as a member of CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
George is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed George Michael Caredes here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is George Michael Caredes a registered financial adviser?
Yes. George Michael Caredes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250639.
Which licensee does George Michael Caredes work under?
Altus Financial Services Pty Ltd, Australian financial services licence 520266.
What can George Michael Caredes give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.