Financial Adviser
· PORT MACQUARIE, NSW
Michael Carlton
No disciplinary history on record with ASIC
PORT MACQUARIE,
NSW
35
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239724
Michael Carlton is a financial adviser based in Port Macquarie, New South Wales, with 35 years of experience in the financial services industry since 1991. Michael is currently authorised under Australian Financial Advisory Solutions. 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 Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
Kaplan Professional
2004
Self Managed Superannuation Accreditation
Tribeca Learning Australia
2010
Margin Lending & Geared Investments
Kaplan Professional
2012
Limited Recourse Borrowing Accreditation
DBA Butlers Lawyers - Crowe Horwath Australia
Registration History
No derivatives and no margin lending
DOVER FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register