Michael Evan Josephson – Financial Adviser
Adviser identifying number: 433922
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: ETHICAL INVESTMENT SERVICES PTY LTD
Licence number: 222690
Licensee’s ABN: 38004531800
Licence controlled by:
The date the Financial Adviser commenced the appointment: 04/02/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ETHICAL INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 222690
Authorised Representative’s ABN: 38004531800
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 Arts – Asian Studies – Princeton University USA
- Diploma of Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations:
- FINSIA
- Financial Planning Association of Australia (FPA)
- RIAA
Michael Evan Josephson 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 / IDPS Only
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility