Financial Adviser
· SURFERS PARADISE, QLD
Jeremy Mcgroder
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238477
Jeremy Mcgroder is a financial adviser based in Surfers Paradise, Queensland, with 10 years of experience in the financial services industry. Jeremy is currently authorised under Australia National Investment Group Pty Ltd. Jeremy 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 Commerce (Accounting) from Macquarie University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: EXCLUDING SELF-MANAGED SUPERANNUATION ADVICE.
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce (Accounting)
Macquarie University
2015
Diploma of Financial Planning
Mentor Education
2020
TASA and Code of Professional Conduct Course
Kaplan Professional
2025
Graduate Diploma Financial Planning
Kaplan
Registration History
EXCLUDING SELF-MANAGED SUPERANNUATION ADVICE.
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register