Financial Adviser · GEELONG NORTH, VIC

Jason John Mcgann

GEELONG NORTH, VIC

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001238553

Currently at

West Carr & Harvey Planning

Melbourne, VIC (firm address)

View firm profile

Jason John Mcgann is a financial adviser based in Geelong North, Victoria, with 10 years of experience in the financial services industry since 2016. Jason is currently authorised under Capstone Financial Planning, operating through West Carr & Harvey Planning. Jason holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Jason's qualifications include a Bachelor of Commerce (Accounting) from Deakin University. Jason is a member of CPA Australia (CPA).

Authorised to Advise On

Tax Financial Advice Superannuation Deposit Products

Restrictions: Is only authorised to:provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.

Authorised to provide tax financial advice services

Qualifications and Training

1998

MLC101 Business Law

Deakin University

1999

MLC205 Income Taxation Law & Practice

Deakin University

2001

Bachelor of Commerce (Accounting)

Deakin University

2002

Certified Practicing Accountant (CPA) Australia Program

CPA Australia

2006

Certificate of Public Practice

CPA Australia

2014

Diploma of Financial Planning

Mentor Education

2014

Self-Managed Superannuation Funds

Mentor Education

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Capstone Financial Planning Pty Ltd

Jun 2026 - Present Current

Is only authorised to:provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.

Merit Wealth Pty Ltd

Jan 2016 - May 2026 Ceased

Source: ASIC Financial Advisers Register