Michael Carroll Financial Planner Report

Name:
Michael Eric Carroll

Rep Number:
001000731

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2016-05-02 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
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Planning
Monash University
Bachelor of Business (Economics and Management)

Memberships
Australian Institute of Company Directors
Financial Planning Association of Australia (FPA)
Peninsula Health