Financial Adviser
· KINGS BEACH, QLD
John Murray Mclellan
No disciplinary history on record with ASIC
KINGS BEACH,
QLD
35
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260212
About John Murray Mclellan
John Murray Mclellan is a financial adviser based in Kings Beach, Queensland, with 35 years of experience in the financial services industry since 1991. John is currently authorised under Capstone Financial Planning, operating through Bcr Financial Planning. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (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
1996
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
1998
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2011
Margin Lending and Geared Investments
Kaplan Professional
2020
Accredited Listed Product Adviser Program
Kaplan Professional
2026
SMSF Regulations and Taxation
Kaplan Professional
Registration History
GWM ADVISER SERVICES PTY LTD
A.C.N. 116 900 362 LIMITED
Source: ASIC Financial Advisers Register