Financial Adviser · MILTON, QLD

John Andrew Hart

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000288192

John Andrew Hart is a financial adviser based in Milton, Queensland, with 22 years of experience in the financial services industry. John is currently authorised under Ivy Markets Pty Ltd. John 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 Masters of Commerce (Accounting) from University of New South Wales. John is a member of Financial Advice Association of Australia (FAAA), National Tax and Accountants Association (NTAA) and The Tax Institute.

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

1987
Bachelor of Arts
Macquarie University
1990
Bachelor of Legal Studies
Macquarie University
1995
Masters of Commerce (Accounting)
University of New South Wales
2003
PS146
Securities Institute Of Australia
2013
Certified Finanical Planner
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Apr 2023 - Present Current
Jul 2021 - Apr 2023 Ceased
Jan 2014 - Jul 2021 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
May 2013 - Jan 2014 Ceased
HALLIDAY FINANCIAL MANAGEMENT PTY. LIMITED
May 2005 - Sep 2007 Ceased

Source: ASIC Financial Advisers Register