Financial Adviser
· VARSITY LAKES, QLD
Brendan Stewart Mcallister
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000318424
Brendan Stewart Mcallister is a financial adviser based in Varsity Lakes, Queensland, with 23 years of experience in the financial services industry. Brendan is currently authorised under Prestige Wealth Management Pty Ltd. Brendan 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 CFP-Certified Financial Planner from FPA / Deakin University. Brendan 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
2002
Masters Business Administration Accounting and Finance
Griffith University
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2015
CFP-Certified Financial Planner
FPA / Deakin University
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
GUARDIANFP PTY LIMITED
Superannuation excludes SMSF Advice
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register