Michael Walsh – Financial Adviser

Adviser identifying number: 1253497
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: WALSHS FINANCIAL PLANNING PTY LTD
Licence number: 432636
Licensee’s ABN: 82122293912
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WALSHS FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 432636
Authorised Representative’s ABN: 82122293912

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 Commerce – UNSW
• Chartered Accountant – CA
• Diploma Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• SMSF Association

Michael Walsh is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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
• Margin Lending Facility / Standard Margin Lending Facility