Financial Adviser · INDOOROOPILLY, QLD

Phillip Mcgann

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000259946

Phillip Mcgann is a financial adviser based in Indooroopilly, Queensland, with 22 years of experience in the financial services industry. Phillip is currently authorised under Advice Evolution Pty Ltd. Phillip 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 Bachelor of Business with Honours (Finance) from Southern Cross University. Phillip is a member of FINSIA.

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

1989
Certificate in Financial Markets
Securities Institute of Australia
1995
Bachelor of Business with Honours (Finance)
Southern Cross University
1999
Graduate Diploma in Applied Finance & Investments
Securities Institute of Australia
2004
Graduate Diploma of Financial Planning
Securities Institute of Australia
2025
Tax for Financial Advising
Kaplan Professional

Registration History

Dec 2020 - Present Current
Feb 2004 - Nov 2020 Ceased

Source: ASIC Financial Advisers Register