Financial Adviser · MILLERS POINT, NSW

Sean Michael Mcgowan

MILLERS POINT, NSW
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000473212
Currently at
Sydney, NSW (firm address)

About Sean Michael Mcgowan

Sean Michael Mcgowan is a financial adviser based in Millers Point, New South Wales, with 22 years of experience in the financial services industry since 2004. Sean is currently authorised under Fortnum Private Wealth. 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 Certified Financial Planner from Financial Planning Association. 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001
Bachelor of Economics in Economics and Finance
University of New South Wales
2004
Diploma of Financial Planning
Deakin University
2006
Certified Financial Planner
Financial Planning Association
2009
Life Risk Specialist
Financial Planning Association
2012
Accredited Estate Planning Strategist
Financial Planning Association
2024
Accredited Listed Product Adviser Program
Kaplan Professional

Registration History

Jul 2024 - Present Current
WLM FINANCIAL SERVICES PTY LIMITED
May 2005 - Jun 2024 Ceased

Source: ASIC Financial Advisers Register