Michael Carlton Financial Planner Report

Name:
Michael Carlton

Rep Number:
000239724

Status:
Current

First Advice:
1991

Disciplinary action:
No action

Most Recent Role:
2015-07-15 onwards

Licensee
Name:

Number:
000307248

ABN:
87 112 139 321

Controlled By:

Appointed By
Name:
Dover Financial Advisers Pty Ltd

Licence Number:
000307248

ABN:
87 112 139 321

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional
AO - Margin Lending and Geared Investments
Financial Planning Association
Diploma Financial Planning
Crowe Horwath Australia
Limited Recourse Borrowing Advice Accreditation - DBA Bulters Lawyers
Tribeca Learning Australia
SMSF

Memberships
Association of Financial Advisers (AFA)