Michael Charles Anderson
Financial Adviser in Drouin, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000342805
- Location
- Drouin VIC 3818
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 14 May 2012
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Accounting and Financial Planning), Deakin University (2006); Certificate IV in Finance and Mortgage Broking, International Institute of Technology Pty Ltd (IIT) (2013); Diploma of Finance and Mortgage Broking Management, International Institute of Technology Pty Ltd (IIT) (2013)
- 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 Charles Anderson
On the Financial Advisers Register kept by ASIC, Michael Charles Anderson appears as a current financial adviser in Drouin, Victoria, adviser number 000342805.
The licensee Michael advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 14 May 2012.
According to the register, Michael first provided financial advice in 2006. Qualifications and training on file include Bachelor of Commerce (Accounting and Financial Planning) (Deakin University, 2006), Certificate IV in Finance and Mortgage Broking (International Institute of Technology Pty Ltd (IIT), 2013) and Diploma of Finance and Mortgage Broking Management (International Institute of Technology Pty Ltd (IIT), 2013).
The authorisation covers advice 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 Charles Anderson a registered financial adviser?
Yes. Michael Charles Anderson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000342805.
Which licensee does Michael Charles Anderson work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Michael Charles Anderson 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."