Michael Carlton
Financial Adviser in Port Macquarie, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239724
- Location
- Port Macquarie NSW 2444
- Licensee
- Australian Financial Advisory Solutions Pty Ltd (AFSL 287619)
- Authorised since
- 1 August 2024
- First provided advice
- 1991
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2002); Self Managed Superannuation Accreditation, Tribeca Learning Australia (2004); Margin Lending & Geared Investments, Kaplan Professional (2010); Limited Recourse Borrowing Accreditation, Crowe Horwath Australia (2012)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Carlton
Michael Carlton is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Port Macquarie, New South Wales (adviser number 000239724).
Advice is given under the Australian financial services licence of Australian Financial Advisory Solutions Pty Ltd, licence number 287619. That authorisation dates from 1 August 2024.
According to the register, Michael first provided financial advice in 1991. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional, 2002), Self Managed Superannuation Accreditation (Tribeca Learning Australia, 2004) and Margin Lending & Geared Investments (Kaplan Professional, 2010).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Carlton a registered financial adviser?
Yes. Michael Carlton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239724.
Which licensee does Michael Carlton work under?
Australian Financial Advisory Solutions Pty Ltd, Australian financial services licence 287619.
What can Michael Carlton 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.