Financial Adviser · DOUBLE BAY, NSW

Sean Paul Mcgoldrick

6 Years experience
Tax advice
authorised
Currently at
Double Bay, NSW
ASIC Registered · ADV 000435628

Sean Paul Mcgoldrick is a financial adviser based in Double Bay, New South Wales, with 6 years of experience in the financial services industry. Sean is currently authorised under Pmcg Pty Ltd. Sean holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance (Financial Planning Major) from Kaplan Higher Education Pty Ltd. Sean is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2014
Master of Applied Finance (Financial Planning Major)
Kaplan Higher Education Pty Ltd
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd

Registration History

Jan 2020 - Present Current

Source: ASIC Financial Advisers Register