Michelle Baumanis
Financial Adviser in Claremont, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000255313
- Location
- Claremont WA 6010
- Licensee
- Finchley & Kent Pty Ltd (AFSL 555169)
- Authorised since
- 12 August 2024
- First provided advice
- 2004
- Qualifications
- Diploma of Finance and Mortgage Broking Management, AAMC (2003); Diploma of Financial Planning, Kaplan (2004)
- Memberships
- Mortgage & Finance Association of Australia (MFAA)
- 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
- Not authorised in Self Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Michelle Baumanis
Michelle Baumanis is a financial adviser in Claremont, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000255313.
Advice is given under the Australian financial services licence of Finchley & Kent Pty Ltd, licence number 555169. That authorisation dates from 12 August 2024.
The register records 2004 as the year Michelle first provided financial advice. The qualifications listed for Michelle include Diploma of Finance and Mortgage Broking Management (AAMC, 2003) and Diploma of Financial Planning (Kaplan, 2004). Michelle is recorded as a member of Mortgage & Finance Association of Australia (MFAA).
Michelle 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: “Not authorised in Self Managed Superannuation Funds.”
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Questions people ask
Is Michelle Baumanis a registered financial adviser?
Yes. Michelle Baumanis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000255313.
Which licensee does Michelle Baumanis work under?
Finchley & Kent Pty Ltd, Australian financial services licence 555169.
What can Michelle Baumanis 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: "Not authorised in Self Managed Superannuation Funds."