Data sourced from ASIC Financial Advisers Register
Financial Adviser · ESPERANCE, WA

Gregor John Andrew Mcqueen

28 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000289870

Gregor John Andrew Mcqueen is a financial adviser based in Esperance, Western Australia, with 28 years of experience in the financial services industry. Gregor is currently authorised under Charter Financial Planning Limited. Gregor 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 Bachelor of Business (Economics and Finance) from Edith Cowan University (ECU).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

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

Authorised to provide tax financial advice services

Qualifications and Training

1995
Bachelor of Business (Economics and Finance)
Edith Cowan University (ECU)
1999
Graduate Diploma in Financial Planning
Securities Institute
2007
SMSF Course
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2017
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2020
MAI769 Ethics for Financial Services
Ethics - Deakin University

Registration History

Charter Financial Planning Limited
Apr 2013 - Present Current
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