Data sourced from ASIC Financial Advisers Register
Financial Adviser · GEELONG NORTH, VIC

Jason John Mcgann

GEELONG NORTH, VIC
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001238553
Practice
West Carr & Harvey Planning
Geelong North, VIC (practice address on ASIC register)
Licensed through Capstone Financial Planning
View practice

About Jason John Mcgann

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 works at West Carr & Harvey Planning, which is licensed through Capstone Financial 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