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 PTY LTD
Licence number: 237972
Licensee’s ABN:
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 PTY LTD
Authorised Representative identifying number: 000237972
Authorised Representative’s ABN:

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:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Retirement Savings Account Products
• Superannuation