Michael Bond
Financial Adviser in West End, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000281207
- Location
- West End QLD 4101
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 31 October 2024
- First provided advice
- 2006
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2002); Bachelor of Commerce, Bond University (2002); Diploma of Financial Services (Financial Planning), Tribeca (2005); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Bond
Michael Bond is a financial adviser in West End, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000281207.
The licensee Michael advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 31 October 2024.
According to the register, Michael first provided financial advice in 2006. The qualifications listed for Michael include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2002), Bachelor of Commerce (Bond University, 2002) and Diploma of Financial Services (Financial Planning) (Tribeca, 2005).
Michael is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Michael Bond a registered financial adviser?
Yes. Michael Bond is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000281207.
Which licensee does Michael Bond work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Michael Bond 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."