Michael Fogarty Financial Planner Report

Name:
Michael Patrick Fogarty

Rep Number:
000264422

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2016-07-01 onwards

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

May advise on following product areas:
Non-basic Deposit Products
Derivatives
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
FPA
CERTIFIED FINANCIAL PLANNER
FPA
Diploma of Financial Planning
Macquarie University
Master of Economics
SMSF Association
SMSF Specialist Advisor

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association