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