Michael Casey – Financial Adviser
Adviser identifying number: 1237113
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: F PALMER & M E PALMER
Licence number: 247067
Licensee’s ABN: 29548490818
Licence controlled by:
The date the Financial Adviser commenced the appointment: 12/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: F PALMER & M E PALMER
Authorised Representative identifying number: 247067
Authorised Representative’s ABN: 29548490818
Disciplinary actions start date against the Financial Adviser: 09/07/1999
Disciplinary actions end date against the Financial Adviser: 08/09/1999
Disciplinary action type: Enforceable Undertaking
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Accredited Derivatives Adviser Level 1 – ADA – SAA – Deakin Prime
- Core 1 Securities & Managed Investments Accreditation Program – SAA – Deakin Prime
- Diploma of Financial Planning – Monarch Institute
- Professional Diploma in Stockbroking – SAA – Deakin Prime
Relevant memberships of professional bodies or industry associations: Stockbrokers Association of Australia
Michael Casey is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Old Law Securities Options Contracts and Warrants Securities