Data sourced from ASIC Financial Advisers Register
Financial Adviser · MAITLAND, NSW

Roy Mcleod

MAITLAND, NSW
28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000239312
Currently at
Akumin Financial Planning
Sydney, NSW (firm address)
View firm profile

Roy Mcleod is a financial adviser based in Maitland, New South Wales, with 28 years of experience in the financial services industry since 1998. Roy is currently authorised under Akumin Financial Planning. Roy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Roy's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

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

2000
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2005
SMSF Specialist Advisor Program
SMSF Association
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2017
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Sep 2021 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Mar 2015 - Sep 2021 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
Mar 2005 - Mar 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register