Financial Adviser · ROSE PARK, SA

Michael John Forjan

ROSE PARK, SA

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 001004749

Currently at

Concord Licensee Services

Rose Park, SA (firm address)

View firm profile

Michael John Forjan is a financial adviser based in Rose Park, South Australia, with 27 years of experience in the financial services industry since 1999. Michael is currently authorised under Concord Licensee Services. 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 Certified Financial Planner from Financial Planning Association of Australia. 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 Margin Lending

Restrictions: Basic Securities Authorisation and Aged Care

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of Financial Planning

Financial Planning Association of Australia

2003

Certified Financial Planner

Financial Planning Association of Australia

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Concord Licensee Services Pty Ltd

Aug 2019 - Present Current

Basic Securities Authorisation and Aged Care

SECURITOR FINANCIAL GROUP PTY LIMITED

Aug 2015 - Aug 2019 Ceased

Westpac Banking Corporation

Feb 2004 - Aug 2015 Ceased

Source: ASIC Financial Advisers Register