Marco Michalski

Financial Adviser

ASIC adviser number:
001271223
Qualifications and training:

2018, Diploma of Financial Planning, Diploma (AQF 5), Kaplan Higher Education Pty Limited
2019, Bachelor of Commerce (Corporate Finance), Bachelor Degree (AQF 7), University of Adelaide
2019, Certificate IV in Finance and Mortgage Broking, Certificate (AQF 1-4), Kaplan Higher Education Pty Limited
2022, FPE016 Self Managed Super Funds, Other, Kaplan Higher Education Pty Limited
2022, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education Pty Limited
2024, Accredited Aged Care Professional, Other, Aged Care Steps
2025, FPE011 Debt Strategies, Other, Kaplan Higher Education Pty Limited

When adviser first provided advice:
2018
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Continuing Professional Development failure year:
2023
Location:
Level 1, 125B The Pde
Norwood  SA  5067
AFS licence holder name:
Akumin Financial Planning Pty Limited
AFS licence number:
000232706
Licence controlled by:
Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024] ~ Amp Holdings Pty Limited [Date Ceased: 06/10/2023] ~ Amp Wealth Management Holdings Pty Ltd [Date Ceased: 06/10/2023] ~ National Mutual Funds Management (Global) Pty Limited [Date Ceased: 06/10/2023]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».