Financial Adviser
· BALWYN, VIC
Michael Lavery
No disciplinary history on record with ASIC
BALWYN,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001072
About Michael Lavery
Michael Lavery is a financial adviser based in Balwyn, Victoria, with 26 years of experience in the financial services industry since 2000. Michael is currently authorised under Chpw Financial. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Certified Financial Planner from Financial Planning Association (FPA). Michael is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Humanities
Latrobe University
1996
Graduate Diploma of Applied Finance & Investment
Securities Institute
2001
Diploma of Financial Planning
Deakin University
2002
Certified Financial Planner
Financial Planning Association (FPA)
Registration History
Source: ASIC Financial Advisers Register