Michael Cheung

Name
Michael Cheung
ID
1001472
ABN
–
First Provided Advice
2012

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology
  • 2011 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - International Institute of Technology
  • 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education
  • 2025 - Tax for Financial Advising - Other - Kaplan Professional Education

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Australia National Investment Group Pty Ltd (#522028)
Commenced
May 22, 2025
Ceased
April 14, 2026
Status
Ceased
Licence Holder
Consultum Financial Advisers Pty Ltd (#230323)
Commenced
Jan. 6, 2025
Ceased
April 30, 2025
Status
Ceased
Licence Holder
Premium Client Services Australia Pty Ltd (#454195)
Commenced
June 1, 2020
Ceased
July 5, 2022
Status
Ceased
Licence Holder
Togethr Financial Planning Pty Ltd (#455010)
Commenced
July 14, 2022
Ceased
Dec. 6, 2024
Status
Current
Licence Holder
True Wealth Financial Group Pty ltd (#546280)
Commenced
April 15, 2026

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
Bendigo Financial Planning Limited (#237898)
Commenced
July 3, 2012
Ceased
July 31, 2019
Status
Ceased
Licence Holder
Resolution Life Australasia Limited (#233671)
Commenced
July 1, 2010
Ceased
June 1, 2012