Financial Adviser
· WYNNUM, QLD
Jason Ian Mclaren
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233716
Jason Ian Mclaren is a financial adviser based in Wynnum, Queensland, with 11 years of experience in the financial services industry. Jason is currently authorised under Personal Financial Services Ltd. Jason 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 Master of Business (Applied Finance) from Queensland University of Technology. Jason is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Advanced Diploma of Financial Services (Superannuation)
ASFA
2009
SMSF Specialist Advisor
Self Managed Super Fund Association
2014
Master of Business (Applied Finance)
Queensland University of Technology
2014
Master of Business (Professional Accounting)
Queensland University of Technology
2024
Graduate Diploma of Financial Planning
Kaplan