Michael Evan Josephson
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000433922
- Location
- Sydney NSW 2000
- Licensee
- Ethinvest Pty. Limited (AFSL 223718)
- Authorised since
- 14 December 2020
- First provided advice
- 2003
- Qualifications
- Bachelor of Arts, Princeton University USA (1983); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2011); Self Managed Superannuation Funds, International Institute of Technology (2012); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2016); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- Memberships
- Financial Advice Association of Australia (FAAA); RIAA
- 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 Evan Josephson
Michael Evan Josephson is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000433922.
Michael provides advice as an authorised representative of Ethinvest Pty. Limited, which holds Australian financial services licence 223718. That authorisation dates from 14 December 2020.
According to the register, Michael first provided financial advice in 2003. The qualifications listed for Michael include Bachelor of Arts (Princeton University USA, 1983), Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2011) and Self Managed Superannuation Funds (International Institute of Technology, 2012). Michael is recorded as a member of Financial Advice Association of Australia (FAAA) and RIAA.
The authorisation covers advice 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 Evan Josephson a registered financial adviser?
Yes. Michael Evan Josephson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000433922.
Which licensee does Michael Evan Josephson work under?
Ethinvest Pty. Limited, Australian financial services licence 223718.
What can Michael Evan Josephson 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.