Michal Bodi
Financial Adviser in Edgecliff, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000292308
- Location
- Edgecliff NSW 2027
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 June 2012
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2009); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education Pty Limited (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Michal Bodi
On the Financial Advisers Register kept by ASIC, Michal Bodi appears as a current financial adviser in Edgecliff, New South Wales, adviser number 000292308.
Michal provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 1 June 2012.
The register records 2005 as the year Michal first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca, 2005), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2009) and Certificate IV in Finance and Mortgage Broking (Kaplan Higher Education Pty Limited, 2018).
The authorisation covers advice 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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Michal Bodi a registered financial adviser?
Yes. Michal Bodi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000292308.
Which licensee does Michal Bodi work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Michal Bodi 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."