Michael Sheldon Blumberg
Financial Adviser in South Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000253582
- Location
- South Perth WA 6151
- Licensee
- Micorah Pty Ltd (AFSL 230219)
- Authorised since
- 6 January 2004
- First provided advice
- 1997
- Qualifications
- Bachelor of Commerce, University of the Witwatersrand South Africa (1981); Higher Diploma in Company Law, University of the Witwatersrand South Africa (1986); Chartered Accountant (Associate), The Institute of Chartered Accountants in Australia (1997); PS 146 compliance, IntegraTec (2005); Chartered Accountant (Fellow), The Institute of Chartered Accountants in Australia (2008)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, life risk insurance, life investment products
- Restriction
- "Authorised to provide personal financial product advice to retail clients on"Investment Life Insurance ProductsSuperannuation - All
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Sheldon Blumberg
Michael Sheldon Blumberg is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Perth, Western Australia (adviser number 000253582).
Advice is given under the Australian financial services licence of Micorah Pty Ltd, licence number 230219. The current authorisation started on 6 January 2004.
The register records 1997 as the year Michael first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of the Witwatersrand South Africa, 1981), Higher Diploma in Company Law (University of the Witwatersrand South Africa, 1986) and Chartered Accountant (Associate) (The Institute of Chartered Accountants in Australia, 1997). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
Michael is authorised to advise on superannuation, life risk insurance and life investment products. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “”Authorised to provide personal financial product advice to retail clients on”Investment Life Insurance ProductsSuperannuation – All.”
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Questions people ask
Is Michael Sheldon Blumberg a registered financial adviser?
Yes. Michael Sheldon Blumberg is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000253582.
Which licensee does Michael Sheldon Blumberg work under?
Micorah Pty Ltd, Australian financial services licence 230219.
What can Michael Sheldon Blumberg give advice on?
The register lists these advice areas: superannuation; life risk insurance; life investment products. It also records this restriction: ""Authorised to provide personal financial product advice to retail clients on"Investment Life Insurance ProductsSuperannuation - All."