Financial Adviser
· CAMBERWELL, VIC
Michael Duffy
No disciplinary history on record with ASIC
CAMBERWELL,
VIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249113
About Michael Duffy
Michael Duffy is a financial adviser based in Camberwell, Victoria, with 25 years of experience in the financial services industry since 2001. Michael is currently authorised under Alteris Financial Group. 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 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
2003
Diploma of Financial Services (
AMP Limited
2005
Advanced Diploma of Financial Services (Financial Planning)
AMP Limited
2009
SMSF accreditation
FSTA
2010
Certified Financial Planner
FPA
2021
Requirements to meet FASEA
FASEA
2024
SMSF Specialist Advisor
SMSF Association
Registration History
Authorized for SMSF. Exclusions include margin lending and credit services as related to financial planning
WEALTH ARCHITECTS LIFE PTY LTD
AFFINIA FINANCIAL ADVISERS PTY LTD
Not Authorised in SMSF
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register