Michael Fingereth – Financial Adviser

Adviser identifying number: 403564
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: LIFESTYLE INVESTMENT PLANNING PTY LTD
Licence number: 278361
Licensee’s ABN: 94069277943
Licence controlled by:

The date the Financial Adviser commenced the appointment: 29/06/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFESTYLE INVESTMENT PLANNING PTY LTD
Authorised Representative identifying number: 278361
Authorised Representative’s ABN: 94069277943

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 Business (Management) – University of Queensland
  • Bachelor of Commerce – University of Queensland
  • CPA Program – CPA Australia
  • Diploma of Financial Services – Internation Institute of Technology
  • Public Practice Certificate – CPA Australia

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Michael Fingereth 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