Michael James Edgar – Financial Adviser

Adviser identifying number: 336367
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: ENERGY INDUSTRIES SUPERANNUATION SCHEME PTY LIMITED
Licence number: 441877
Licensee’s ABN: 72077947285
Licence controlled by:

The date the Financial Adviser commenced the appointment: 13/04/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ENERGY INDUSTRIES SUPERANNUATION SCHEME PTY LIMITED
Authorised Representative identifying number: 441877
Authorised Representative’s ABN: 72077947285

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:

  • Diploma of Financial Services (Financial Planning) – Mentor
  • RG146 Advanced Investment Planning – Mentor
  • RG146 Estate Planning – Mentor
  • RG146 Taxation – Mentor

Relevant memberships of professional bodies or industry associations:

  • Association of Superannuation Funds Australia (ASFA)
  • Australian Institute of Superannuation Trustees (AIST)

Michael James Edgar is authorised to provide advices on following products:

  • Life Products / Life Risk Insurance Products
  • Superannuation