Michael Wallace
Financial Adviser in Narre Warren, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267421
- Location
- Narre Warren VIC 3805
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 1 July 2026
- First provided advice
- 2018
- Qualifications
- Bachelor Commerce (Accounting & Finance), Swinburne University of Technology (2014); Advanced Diploma of Financial Planning, Kaplan Professional (2015); Certified Financial Planner, CFP (2019); Diploma of Financial and Mortgage Broking Management, Kaplan Professional (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Wallace
Michael Wallace is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Narre Warren, Victoria (adviser number 001267421).
Michael provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. The current authorisation started on 1 July 2026.
The register records 2018 as the year Michael first provided financial advice. The qualifications listed for Michael include Bachelor Commerce (Accounting & Finance) (Swinburne University of Technology, 2014), Advanced Diploma of Financial Planning (Kaplan Professional, 2015) and Certified Financial Planner (CFP, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Michael is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF).”
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Questions people ask
Is Michael Wallace a registered financial adviser?
Yes. Michael Wallace is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267421.
Which licensee does Michael Wallace work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Michael Wallace 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. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)."