Michael Patrick Fogarty
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264422
- Location
- North Sydney NSW 2060
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 1 July 2016
- First provided advice
- 1997
- Qualifications
- Master of Economics, Macquarie University (1987); Certified Financial Planner, FAAA (1996); Diploma of Financial Planning, FPA (1998); SMSF Specialist Advisor, SMSF Association (2011)
- Memberships
- Financial Advice Association of Australia (FAAA); 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Patrick Fogarty
On the Financial Advisers Register kept by ASIC, Michael Patrick Fogarty appears as a current financial adviser in North Sydney, New South Wales, adviser number 000264422.
The licensee Michael advises under is Personal Financial Services Ltd (AFS licence 234459). That authorisation dates from 1 July 2016.
The register records 1997 as the year Michael first provided financial advice. Qualifications and training on file include Master of Economics (Macquarie University, 1987), Certified Financial Planner (FAAA, 1996) and Diploma of Financial Planning (FPA, 1998). Michael is recorded as a member of Financial Advice Association of Australia (FAAA) and 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 10 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 Patrick Fogarty a registered financial adviser?
Yes. Michael Patrick Fogarty is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264422.
Which licensee does Michael Patrick Fogarty work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Michael Patrick Fogarty 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.