Data sourced from ASIC Financial Advisers Register
Financial Adviser · MILTON, NSW

John Broughton

MILTON, NSW
20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000299934
Practice
Tailor-made Financial Planning
Milton, NSW (practice address on ASIC register)
Licensed through Cube Financial Services
View practice

About John Broughton

John Broughton is a financial adviser based in Milton, New South Wales, with 20 years of experience in the financial services industry since 2006. John works at Tailor-made Financial Planning, which is licensed through Cube Financial Services. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John's qualifications include a Bachelor of Commerce in Financial Planning with Honours from University of Wollongong. John is a member of CFP - Certified Financial Planner (FPA) and 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2005
Bachelor of Commerce in Financial Planning with Honours
University of Wollongong
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Cube Financial Services Pty Ltd
Dec 2021 - Present Current
Hillross Financial Services Limited
Apr 2006 - Dec 2021 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register