Michael Thomas Stephen New
Financial Adviser in Engadine, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000297466
- Location
- Engadine NSW 2233
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 26 February 2021
- First provided advice
- 1994
- Qualifications
- Diploma of Financial Planning (DFP 1-8), Financial Planning Association (FPA) (2000); Professional Certificate in Self-Managed Superannuation Funds, University of Adelaide (2014)
- Memberships
- Certified Financial Planner (CFP) of FPA Australia; Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Thomas Stephen New
On the Financial Advisers Register kept by ASIC, Michael Thomas Stephen New appears as a current financial adviser in Engadine, New South Wales, adviser number 000297466.
Michael provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 26 February 2021.
The register records 1994 as the year Michael first provided financial advice. The qualifications listed for Michael include Diploma of Financial Planning (DFP 1-8) (Financial Planning Association (FPA), 2000) and Professional Certificate in Self-Managed Superannuation Funds (University of Adelaide, 2014). Michael is recorded as a member of Certified Financial Planner (CFP) of FPA Australia and Financial Advice Association of Australia (FAAA).
Michael is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 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 Thomas Stephen New a registered financial adviser?
Yes. Michael Thomas Stephen New is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000297466.
Which licensee does Michael Thomas Stephen New work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Michael Thomas Stephen New give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.