Micheal Anderson
Financial Adviser in Narre Warren, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002593
- Location
- Narre Warren VIC 3805
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 December 2021
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), GWM Adviser Service Ltd. trading as Advice Education (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Certified Financial Planner, Financial Planning Association of Australia (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- 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
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Micheal Anderson
Micheal Anderson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Narre Warren, Victoria (adviser number 001002593).
Micheal provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 1 December 2021.
The register records 2008 as the year Micheal first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (GWM Adviser Service Ltd. trading as Advice Education, 2009), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and Certified Financial Planner (Financial Planning Association of Australia, 2018). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Micheal 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: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Micheal Anderson a registered financial adviser?
Yes. Micheal Anderson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002593.
Which licensee does Micheal Anderson work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Micheal Anderson 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: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."