Financial Adviser
· DOUBLE BAY, NSW
Sean Paul Mcgoldrick
No disciplinary history on record with ASIC
DOUBLE BAY,
NSW
6
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000435628
Sean Paul Mcgoldrick is a financial adviser based in Double Bay, New South Wales, with 6 years of experience in the financial services industry since 2020. Sean is currently authorised under Pmcg. Sean holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sean's qualifications include a Master of Applied Finance (Financial Planning Major) from Kaplan Higher Education Pty Ltd. Sean 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
2014
Master of Applied Finance (Financial Planning Major)
Kaplan Higher Education Pty Ltd
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd