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- Financial Advisers Australia (FAA)
- Michael Andrew Jerard
Michael Andrew Jerard
- Name
- Michael Andrew Jerard
- ID
- 299742
- ABN
- 91630579687
- First Provided Advice
- 2006
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1985 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne
- 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FPA - Deakin University & Tribeca
- 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca & Kaplan Professional
- 2021 - Ethics & Professionalism in Financial Advice FPC002B - Bridging Course - Ethics - Kaplan Professional
- 2022 - Certified Financial Planner - Professional Designations - FPA
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Aan Wealth Management Pty Ltd (#517548)
- Commenced
- Oct. 23, 2023
- Ceased
- Sept. 20, 2024
- Status
- Ceased
- Licence Holder
- Australian Financial & Insurance Services Pty. Ltd. (#235369)
- Commenced
- Nov. 28, 2019
- Ceased
- Jan. 24, 2020
- Status
- Ceased
- Licence Holder
- Investors Direct Financial Planning Pty Ltd (#385827)
- Commenced
- Jan. 11, 2021
- Ceased
- Oct. 20, 2023
- Status
- Current
- Licence Holder
- Picture Wealth Advisory Pty ltd (#530789)
- Commenced
- Sept. 23, 2024
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
- Apogee Financial Planning Pty Ltd (#230689)
- Commenced
- April 5, 2011
- Ceased
- July 18, 2011
- Status
- Ceased
- Licence Holder
- Personal Financial Services Ltd (#234459)
- Commenced
- July 1, 2016
- Ceased
- Sept. 6, 2017
- Status
- Ceased
- Licence Holder
- Premium Wealth Management Pty Ltd (#237498)
- Commenced
- Sept. 1, 2015
- Ceased
- June 30, 2016
- Status
- Ceased
- Licence Holder
- Securitor Financial Group Pty Limited (#240687)
- Commenced
- July 27, 2009
- Ceased
- March 1, 2010
- Status
- Ceased
- Licence Holder
- Siriston Group Ltd (#283262)
- Commenced
- March 1, 2010
- Ceased
- June 21, 2010
- Status
- Ceased
- Licence Holder
- Synchron Advice Pty Ltd (#243313)
- Commenced
- July 18, 2011
- Ceased
- Nov. 11, 2013