Financial Adviser
· PORT ADELAIDE, SA
Keiran Thomas Mcphee
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233558
Keiran Thomas Mcphee is a financial adviser based in Port Adelaide, South Australia, with 11 years of experience in the financial services industry. Keiran is currently authorised under Finplan Advice Pty Ltd. Keiran 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 Economics from University of Adelaide.
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
2002
Bachelor Economics
University of Adelaide
2008
Graduate Diploma of Applied Finance and Investment
FINSIA
2008
Graduate Diploma of Financial Planning
FINSIA
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
Authorised in MDA services, which is 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