Michael Paul Partridge

Name
Michael Paul Partridge
ID
344175
ABN
First Provided Advice
2010
Restrictions
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.

Qualifications

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

  • 2008 - Diploma of Financial Services (Financial Planning) - - Financial Services Institute of Australasia (FINSIA)
  • 2010 - Margin Lending and Geared Investments - - Kaplan
  • 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
  • 2016 - Bachelor of Commerce (Accounting and Financial Planning) - - Curtin University

Memberships

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

Licencee

Status
Current
Licence Holder
Synchron Advice Pty ltd (#243313)
Commenced
July 27, 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
Aon Hewitt Financial Advice Limited (#239183)
Commenced
May 30, 2011
Ceased
Oct. 27, 2011
Status
Ceased
Licence Holder
Count Financial Limited (#227232)
Commenced
Jan. 19, 2010
Ceased
April 21, 2011
Status
Ceased
Licence Holder
Count Financial Limited (#227232)
Commenced
Jan. 25, 2012
Ceased
Dec. 13, 2013
Status
Ceased
Licence Holder
Financial Wisdom Limited (#231138)
Commenced
Feb. 11, 2014
Ceased
Dec. 17, 2014
Status
Ceased
Licence Holder
Millennium 3 Financial Services Pty Ltd (#244252)
Commenced
Nov. 1, 2004
Ceased
July 26, 2018