Financial Adviser · MELBOURNE, VIC

Michael Oren

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 001001782

Currently at

Melbourne, VIC

View firm profile

Michael Oren is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry since 2012. Michael is currently authorised under Endeavor Asset Management, operating through Ffa Fp. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Bachelor of Commerce (Finance) from University of Canterbury. Michael is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Government Debentures, Stocks or Bonds - Class of Product Only;

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Commerce (Finance)

University of Canterbury

2013

Diploma of Financial Planning

Pinnacle Financial Services Academy

2025

Ethics & Professionalism in Financial Advice

Ethics - Kaplan

2025

Graduate Diploma Financial Planning

Kaplan

Registration History

Endeavor Asset Management Pty. Ltd.

Jan 2025 - Present Current

Government Debentures, Stocks or Bonds - Class of Product Only;

WEALTH TRAIL PTY LTD

Nov 2020 - Feb 2025 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

Jun 2019 - Nov 2020 Ceased

Government Debentures, Stocks or Bonds: Class of product only. Securities: Class of product only.

Akumin Financial Planning Pty Limited

Jun 2018 - May 2019 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Sfgw Pty Ltd

Jul 2012 - May 2018 Ceased

Source: ASIC Financial Advisers Register