Financial Adviser
· GLASTONE, QLD
Allan John Mcgregor
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269922
Allan John Mcgregor is a financial adviser based in Glastone, Queensland, with 8 years of experience in the financial services industry. Allan is currently authorised under Alteris Financial Group Pty Ltd. Allan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Allan holds a Graduate Diploma Financial Planning from Kaplan Professional. Allan 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2020
Graduate Diploma Financial Planning
Kaplan Professional