Financial Adviser
· BURLEIGH WATERS, QLD
Jason Alexander Mcgregor
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000383578
Jason Alexander Mcgregor is a financial adviser based in Burleigh Waters, Queensland, with 16 years of experience in the financial services industry. Jason is currently authorised under Consone Wealth Pty. Ltd.. Jason 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 (CFP) from Financial Planning Association of Australia (FPA). Jason 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Graduate Diploma of Financial Planning
Kaplan Professional
2013
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2013
Master of Applied Finance
Kaplan Professional
2020
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
GPL (VIC) PTY LTD
Source: ASIC Financial Advisers Register