Michael Adair
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000224476
- Location
- Osborne Park WA 6163
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 17 December 2014
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce (Economics and Finance), Curtin University of Technology (1997); Certificate III in Financial Markets, Securities Institute Education (1998); Graduate Diploma in Applied Finance and Investments (Investment Management), Securities Institute Education (1998); Graduate Diploma in Financial Planning, Securities Institute Education (2000); Certified Financial Planner (CFP) Education Program, FPA Australia (2002); Self Managed Superannuation Funds Program, Kaplan Professional (2015); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Adair
Michael Adair is a financial adviser in Osborne Park, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000224476.
Michael provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 17 December 2014.
The register records 2000 as the year Michael first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Economics and Finance) (Curtin University of Technology, 1997), Certificate III in Financial Markets (Securities Institute Education, 1998) and Graduate Diploma in Applied Finance and Investments (Investment Management) (Securities Institute Education, 1998). Michael is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Michael Adair a registered financial adviser?
Yes. Michael Adair is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000224476.
Which licensee does Michael Adair work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Michael Adair give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.