Michael John Oates – Financial Adviser

Adviser identifying number: 264333
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: BASTION SUPERANNUATION SOLUTIONS PTY LTD
Licence number: 278280
Licensee’s ABN: 70105016984
Licence controlled by:

The date the Financial Adviser commenced the appointment: 06/07/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BASTION SUPERANNUATION SOLUTIONS PTY LTD
Authorised Representative identifying number: 278280
Authorised Representative’s ABN: 70105016984

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Business – Accountancy – Queensland University of Technology
• Diploma of Financial Planning – Financial Planning Association of Australia
• Diploma of Superannuation Management – Association of Superannuation Funds Australia
• SMSF Specialisation Course – UNSW Australia

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)

Michael John Oates is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Superannuation