Michael Poulton
Financial Adviser in Ballarat Central, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239824
- Location
- Ballarat Central VIC 3350
- Licensee
- TRG AFSL Pty Ltd (AFSL 508008)
- Authorised since
- 30 June 2023
- First provided advice
- 2003
- Qualifications
- Bachelor of Business, Ballarat University College (1993); Certified Practising Accountant, CPA Australia (1997); Financial Planning Specialist, CPA Australia (2002); Self Managed Superannuation Funds, Tribeca (2004); Margin Lending and Geared Investments, Kaplan (2010)
- Memberships
- CPA Australia (CPA)
- 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 Poulton
Michael Poulton is a financial adviser in Ballarat Central, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000239824.
Michael provides advice as an authorised representative of TRG AFSL Pty Ltd, which holds Australian financial services licence 508008. The current authorisation started on 30 June 2023.
According to the register, Michael first provided financial advice in 2003. The qualifications listed for Michael include Bachelor of Business (Ballarat University College, 1993), Certified Practising Accountant (CPA Australia, 1997) and Financial Planning Specialist (CPA Australia, 2002). Michael is recorded as a member of CPA Australia (CPA).
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 Poulton a registered financial adviser?
Yes. Michael Poulton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239824.
Which licensee does Michael Poulton work under?
TRG AFSL Pty Ltd, Australian financial services licence 508008.
What can Michael Poulton 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.