Financial Adviser
· WANGARATTA, VIC
Francis Xavier Mclaurin
No disciplinary history on record with ASIC
WANGARATTA,
VIC
44
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000248264
About Francis Xavier Mclaurin
Francis Xavier Mclaurin is a financial adviser based in Wangaratta, Victoria, with 44 years of experience in the financial services industry since 1982. Francis is currently authorised under Lifespan Financial Planning. Francis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Francis's qualifications include a Certified Financial Planner from Financial Planning Association (FPA). Francis 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
Authorised to provide tax financial advice services
Qualifications and Training
1998
Certified Financial Planner
Financial Planning Association (FPA)
1998
Diploma of Financial Planning
Financial Planning Association (FPA)
2007
Self Managed Superannuation Funds
Kaplan Professional