Michael Rees-evans – Financial Adviser
Adviser identifying number: 247793
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: LIBERTAS WEALTH CONSULTING PTY LTD
Licence number: 422763
Licensee’s ABN: 95158537949
Licence controlled by: CMRE PTY LTD ~ Michael Rees-Evans
The date the Financial Adviser commenced the appointment: 24/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIBERTAS WEALTH CONSULTING PTY LTD
Authorised Representative identifying number: 000422763
Authorised Representative’s ABN: 95158537949
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:
- ASX Listed Product Accreditation Course – ASX and Savings Factory
- Advanced Tax CTA2 – The Tax Institute
- CFP Education Programme – Financial Planning Association
- Margin Lending and Geared Investments – Kaplan Professional
- Self Managed Super Funds – Tribeca (now Kaplan)
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Independent Financial Advisers Association of Australia (IFAAA)
- SMSF Association
- The Tax Institute
Michael Rees-evans 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility