Financial Adviser
· NORTH GEELONG, VIC
Jack Solly Mcnamara
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001241724
Jack Solly Mcnamara is a financial adviser based in North Geelong, Victoria, with 10 years of experience in the financial services industry. Jack is currently authorised under Personal Financial Services Ltd. Jack 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 Certified Financial Planner from Financial Planning Association. Jack 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
2014
Bachelor Commerce (Accounting and Financial Planning)
Deakin University
2017
Certified Financial Planner
Financial Planning Association
2020
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education