Michael Kolatchew
Financial Adviser in Toowong, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000418846
- Location
- Toowong QLD 4066
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 14 March 2012
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2008); Bachelor of Business (Management), University of Queensland (2009); Master of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- 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 Kolatchew
Michael Kolatchew is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Toowong, Queensland (adviser number 000418846).
Michael provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 14 March 2012.
The register records 2012 as the year Michael first provided financial advice. The qualifications listed for Michael include Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2008), Bachelor of Business (Management) (University of Queensland, 2009) and Master of Financial Planning (Kaplan Higher Education Pty Limited, 2023).
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.
A further restriction is recorded on the register: “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 Kolatchew a registered financial adviser?
Yes. Michael Kolatchew is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000418846.
Which licensee does Michael Kolatchew work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Michael Kolatchew 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."