Michael Deeny – Financial Adviser

Adviser identifying number: 1255157
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: SMITH COFFEY SECURITIES PTY LTD
Licence number: 237971
Licensee’s ABN: 19008812208
Licence controlled by:

The date the Financial Adviser commenced the appointment: 31/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SMITH COFFEY SECURITIES PTY LTD
Authorised Representative identifying number: 000237971
Authorised Representative’s ABN: 19008812208

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 Commerce – Curtin University
  • Bachelor of Commerce – Curtin University
  • Cert IV Finance and Mortgage Broking – Kaplan Professional
  • Cert IV Finance and Mortgage Broking – Kaplan Professional
  • Chartered Accountant – The Insitute of Chartered Accountants Australia and New Zealand
  • Chartered Accountant – The Insitute of Chartered Accountants Australia and New Zealand
  • Chartered Tax Adviosor – The Tax Institute
  • Chartered Tax Adviosor – The Tax Institute
  • Diploma of Financial Planning – Kaplan Professional
  • Diploma of Financial Planning – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

  • Chartered Accountants Australia and New Zealand (CA)
  • Chartered Accountants Australia and New Zealand (CA)
  • The Tax Institute
  • The Tax Institute

Michael Deeny is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility