Financial Adviser · SYDNEY, NSW

John Francis Mcilroy

42 Years experience
Tax advice
authorised
ASIC Registered · ADV 000299319

John Francis Mcilroy is a financial adviser based in Sydney, New South Wales, with 42 years of experience in the financial services industry. John is currently authorised under Crystal Wealth Partners Ltd. John 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 Bachelor of Business from RMIT. John is a member of CPA Australia (CPA), Institute of Company Directors, Institute of Managed Account Professionals (IMAP), Registered Tax Agent and Self-managed Independent Super Funds Association.

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

1976
Bachelor of Business
RMIT
2006
Certificate in Training
Financial Essentials
2014
Graduate of Institute of Company Directors
Institute of Company Directors
2020
Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2020
Ethics & Professionalism
Ethics - Kaplan

Registration History

Jul 2012 - Present Current
Mar 2006 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register