Financial Adviser · SOUTH YARRA, VIC

John P Mcloughlin

SOUTH YARRA, VIC

45 Years experience

Tax advice
authorised

ASIC Registered · ADV 000247950

Currently at

McLoughlin Private Wealth

South Yarra, VIC (firm address)

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About John P Mcloughlin

John P Mcloughlin is a financial adviser based in South Yarra, Victoria, with 45 years of experience in the financial services industry since 1981. John is currently authorised under Mpw Financial Group, operating through McLoughlin Private Wealth. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. John 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 Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1997

Certified Financial Planner

Financial Planning Association of Australia

2002

Diploma of Financial Planning

Deakin University

Registration History

Mpw Financial Group Pty Ltd

May 2026 - Present Current

Banyan Securities Pty Ltd

Oct 2019 - May 2026 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives

APOGEE FINANCIAL PLANNING PTY LTD

Oct 2016 - Oct 2019 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Feb 2013 - Sep 2016 Ceased

This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform

Akumin Financial Planning Pty Limited

Mar 1981 - Nov 2012 Ceased

Source: ASIC Financial Advisers Register