Financial Adviser · SYDNEY, NSW

John Laird

36 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000243285

John Laird is a financial adviser based in Sydney, New South Wales, with 36 years of experience in the financial services industry. John is currently authorised under Conicklaird Pty 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 Certified Financial Planner from Financial Planning Association of Australia. John is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Restrictions: Deposit and payment products limited to Basic Deposit Products and Deposit products other than basic deposit products

Authorised to provide tax financial advice services

Qualifications and Training

1970

Bachelor of Commerce

University of Queensland

1998

FCPA

Certified Practising Accountant Australia

1998

Fellow of CPA

Certified Practising Accountant Australia

2000

Certified Financial Planner

Financial Planning Association of Australia

2021

MAI769 Ethics for Financial Services (Intensive)

Ethics - Deakin University

2024

Tax for Financial Advising

Kaplan Professional Education

Registration History

Conicklaird Pty Ltd

Nov 2017 - Present Current

Deposit and payment products limited to Basic Deposit Products and Deposit products other than basic deposit products

ORD MINNETT FINANCIAL PLANNING PTY LIMITED

Dec 2003 - Nov 2017 Ceased

Source: ASIC Financial Advisers Register