Michael Davie
LIFESPAN FINANCIAL PLANNING PTY LTD · Preston VIC 3072 · Advising since 1999
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000443519
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- LIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892Since 21 February 2025
- Principal business address
- Preston VIC 3072
- First year providing advice
- 1999
- Can provide tax (financial) advice
- Yes
- Memberships
- SMSF Association
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTFeb 2025 – presentLIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892
- CEASEDJan 2018 – Feb 2025WATERSHED DEALER SERVICES PTY LTD · AFSL 436357Through authorised representative KUDA WEALTH PTY LTD (no. 001261193)
- CEASEDAug 2013 – Oct 2017CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDAug 2005 – May 2011AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED · AFSL 234527
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Tier 1 Margin Lending - Personal Advice
Kaplan · 2017 · Other
Self Managed Superannuation Specialist Adviser
SMSF Professionals Association of Australia · 2011 · Other
Certified Financial Planner (CFP)
Financial Planning Association · 2008 · Professional Designations
Advanced Diploma of Financial Services
Tribeca Learning (Aust) Pty Ltd · 2005 · Advanced Diploma (AQF 6)
Diploma of Financial Services
Tribeca Learning (Aust) Pty Ltd · 2005 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Michael Davie claims the profile.
Reviews
Not yet reviewed
No client has reviewed Michael Davie on Souffle yet.
Contacting Michael Davie
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
LIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
Once Michael Davie claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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