Financial Adviser
· BRISBANE CITY, QLD
Jonathan Robert Mccullagh
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002457
Jonathan Robert Mccullagh is a financial adviser based in Brisbane City, Queensland, with 18 years of experience in the financial services industry. Jonathan is currently authorised under Oreana Financial Services Pty Ltd. Jonathan 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 Advice Association of Australia Limited. Jonathan 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
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce (Banking and Funds Management)
Griffith University
2010
Advanced Diploma of Financial Services (Financial Planning FNS60404)
MLC ThreeSixty
2016
Certified Financial Planner
Financial Advice Association of Australia Limited
2020
AU Inhouse Accreditation
Other - AUPFS
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited