Financial Adviser
· WENDOUREE, VIC
John Kirkpatrick
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000402637
John Kirkpatrick is a financial adviser based in Wendouree, Victoria, with 16 years of experience in the financial services industry. John is currently authorised under M Group Financial Planning Pty. Ltd. John 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 Graduate Diploma of Financial Planning from Kaplan. John is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
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
2008
Diploma of Financial Services (Financial Planning)
Holmesglen Institute of TAFE
2009
Advanced Diploma of Financial Services (Financial Planning)
Holmesglen Institute of TAFE
2016
Super Concepts & ICFS Specialist SMSF Course
The University of Adelaide/ Super Concepts
2019
Tier 1 Margin Lending
Other - Kaplan
2020
Graduate Diploma of Financial Planning
Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register