Michael Andrew Jerard
Financial Adviser in Broadbeach, Queensland, Australia
Review Michael Andrew Jerard
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 number000299742
- Location
- Broadbeach QLD 4218
- Licensee
- Picture Wealth Advisory Pty Ltd (AFSL 530789)
- Authorised since
- 23 September 2024
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce, The University of Melbourne (1985); Diploma of Financial Services (Financial Planning), Deakin University & Tribeca (2005); Advanced Diploma of Financial Services (Financial Planning), Tribeca & Kaplan Professional (2012); Ethics & Professionalism in Financial Advice FPC002B, Kaplan Professional (2021); Certified Financial Planner, FPA (2022)
- 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
- Restriction
- Not Authorised for Self Managed Superannuation or Standard Margin Lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Andrew Jerard
On the Financial Advisers Register kept by ASIC, Michael Andrew Jerard appears as a current financial adviser in Broadbeach, Queensland, adviser number 000299742.
Michael provides advice as an authorised representative of Picture Wealth Advisory Pty Ltd, which holds Australian financial services licence 530789. That authorisation dates from 23 September 2024.
According to the register, Michael first provided financial advice in 2006. Qualifications and training on file include Bachelor of Commerce (The University of Melbourne, 1985), Diploma of Financial Services (Financial Planning) (Deakin University & Tribeca, 2005) and Advanced Diploma of Financial Services (Financial Planning) (Tribeca & Kaplan Professional, 2012). 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not Authorised for Self Managed Superannuation or Standard Margin Lending.”
Reviews
Nobody has reviewed Michael Andrew Jerard here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Michael Andrew Jerard a registered financial adviser?
Yes. Michael Andrew Jerard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000299742.
Which licensee does Michael Andrew Jerard work under?
Picture Wealth Advisory Pty Ltd, Australian financial services licence 530789.
What can Michael Andrew Jerard 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. It also records this restriction: "Not Authorised for Self Managed Superannuation or Standard Margin Lending."