Michael Oates Financial Planner Report

Name:
Michael John Oates

Rep Number:
000264333

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2005-07-06 onwards

Licensee
Name:

Number:
000278280

ABN:
70 105 016 984

Appointed By
Name:
Bastion Superannuation Solutions Pty Ltd

Licence Number:
000278280

ABN:
70 105 016 984

May advise on following product areas:
Investment Life Insurance
Life Risk Insurance Products
Superannuation

Qualifications
Queensland University of Technology
Bachelor of Business - Accountancy
Financial Planning Association of Australia
Diploma of Financial Planning
Association of Superannuation Funds Australia
Diploma of Superannuation Management
UNSW Australia
SMSF Specialisation Course

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)