Michael Davie
Financial Adviser in Preston, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000443519
- Location
- Preston VIC 3072
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 21 February 2025
- First provided advice
- 1999
- Qualifications
- Advanced Diploma of Financial Services, Tribeca Learning (Aust) Pty Ltd (2005); Diploma of Financial Services, Tribeca Learning (Aust) Pty Ltd (2005); Certified Financial Planner (CFP), Financial Planning Association (2008); Self Managed Superannuation Specialist Adviser, SMSF Professionals Association of Australia (2011); Tier 1 Margin Lending, Kaplan (2017)
- Memberships
- SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Davie
Michael Davie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Preston, Victoria (adviser number 000443519).
The licensee Michael advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 21 February 2025.
The register records 1999 as the year Michael first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Tribeca Learning (Aust) Pty Ltd, 2005), Diploma of Financial Services (Tribeca Learning (Aust) Pty Ltd, 2005) and Certified Financial Planner (CFP) (Financial Planning Association, 2008). Professional memberships recorded: SMSF Association.
Michael is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Davie a registered financial adviser?
Yes. Michael Davie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000443519.
Which licensee does Michael Davie work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Michael Davie 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.