Michael Messinesi

Name
Michael Messinesi
ID
1002135
ABN
–
First Provided Advice
2009
Restrictions
Full Advice

Qualifications

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

  • 2007 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New England
  • 2009 - Diploma of Financial Planning - - Mentor Australia
  • 2014 - Advanced Diploma of Financial Planning/Advice - Advanced Diploma (AQF 6) - Kaplan
  • 2015 - Diploma of SMSF - - Mentor Australia
  • 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

Memberships

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

  • Financial Services Institute of Australasia (FINSIA)
  • Mortgage and Finance Association of Australia (MFAA)
  • Tax Practitioners Board

Licencee

Status
Ceased
Licence Holder
Consilium Advice Pty Ltd (#424974)
Commenced
April 24, 2019
Ceased
Oct. 26, 2022
Status
Current
Licence Holder
Templestone Financial Services Pty ltd (#523831)
Commenced
Oct. 26, 2022

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
Australian Financial Planning Group Pty Limited (#247430)
Commenced
Aug. 15, 2014
Ceased
Feb. 1, 2016
Status
Ceased
Licence Holder
Libertas Financial Planning Pty Ltd (#429718)
Commenced
May 9, 2016
Ceased
Aug. 5, 2016
Status
Ceased
Licence Holder
Spectrum Wealth Advisers Pty Ltd (#334400)
Commenced
Sept. 8, 2016
Ceased
April 23, 2019