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- Eleni Michael
Eleni Michael
- Name
- Eleni Michael
- ID
- 292519
- ABN
- –
- First Provided Advice
- 2009
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1996 - Bachelor of Business (Management) - - Queensland University of Technology
- 2003 - Graduate Diploma of Financial Planning - - Graduate Diploma of Financial Planning
- 2004 - Graduate Diploma of Financial Planning - - Securities Institute
- 2006 - CFP - - Financial Planning Association of Australia
- 2010 - SMSF Adviser Education Program - - Learning Seat News Limited (FPA)
- 2010 - SMSF Specialist - - Australian Financial Review
- 2011 - Life Risk Specialist - - Financial Planning Association of Australia
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Current
- Licence Holder
- Capstone Financial Planning Pty ltd (#223135)
- Commenced
- Oct. 1, 2018
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Gpl (vic) Pty Ltd (#230690)
- Commenced
- July 10, 2015
- Ceased
- July 8, 2016
- Status
- Ceased
- Licence Holder
- Mgd Wealth Ltd (#222600)
- Commenced
- Feb. 16, 2009
- Ceased
- May 22, 2015
- Status
- Ceased
- Licence Holder
- Praescius Financial Holdings Pty Ltd (#486455)
- Commenced
- July 8, 2016
- Ceased
- Sept. 30, 2018