Data sourced from ASIC Financial Advisers Register
Financial Adviser · OSBORNE PARK, WA

Michael Adair

OSBORNE PARK, WA
26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000224476
Practice
Perth Finance Centre Financial Planning
Osborne Park, WA (practice address on ASIC register)
Licensed through Alliance Wealth
View practice

About Michael Adair

Michael Adair is a financial adviser based in Osborne Park, Western Australia, with 26 years of experience in the financial services industry since 2000. Michael works at Perth Finance Centre Financial Planning, which is licensed through Alliance Wealth. 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 (CFP) Education Program from FPA Australia. 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 Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1997
Bachelor of Commerce (Economics and Finance)
Curtin University of Technology
1998
Certificate III in Financial Markets
Securities Institute Education
1998
Graduate Diploma in Applied Finance and Investments (Investment Management)
Securities Institute Education
2000
Graduate Diploma in Financial Planning
Securities Institute Education
2002
Certified Financial Planner (CFP) Education Program
FPA Australia
2015
Self Managed Superannuation Funds Program
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd
Dec 2014 - Present Current
GPL (VIC) PTY LTD
Jan 2013 - Dec 2014 Ceased
ADDWEALTH FINANCIAL SERVICES PTY LTD
Mar 2003 - Dec 2012 Ceased
PROVIDENCE FINANCIAL SERVICES PTY LTD
Nov 2002 - May 2003 Ceased

Source: ASIC Financial Advisers Register