Financial Adviser · SYDNEY, NSW

John Milroy

28 Years experience
ASIC Registered · ADV 001005212

John Milroy is a financial adviser based in Sydney, New South Wales, with 28 years of experience in the financial services industry. John is currently authorised under Ord Minnett Limited. John holds authorisations to advise on securities, derivatives, foreign exchange and deposit products. Their qualifications include a Certificate in Financial Markets from Securities Institute of Australia.

Authorised to Advise On

Securities Derivatives Foreign Exchange Deposit Products Government Bonds Margin Lending

Qualifications and Training

1996
Certificate in Financial Markets
Securities Institute of Australia
2002
SDIA Accreditation: Securities, Futures, Managed Investments
Deakin University
2009
Accredited Derivatives Adviser: Level 1
ASX
2011
Margin Lending and Geared Investments
Kaplan
2014
Accredited Derivatives Adviser Level 2
Kaplan Professional Education
2014
Deposit Products and Non-Cash payments
Financial Education Professionals
2022
FPC028 Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Aug 2015 - Present Current
Feb 2009 - Jul 2015 Ceased

Source: ASIC Financial Advisers Register