Financial Adviser
· MORNINGTON, VIC
Alan Mcgregor Maddick
No disciplinary history on record with ASIC
MORNINGTON,
VIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000337839
Alan Mcgregor Maddick is a financial adviser based in Mornington, Victoria, with 16 years of experience in the financial services industry since 2010. Alan is currently authorised under Vivid Financial Planning. Alan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alan's qualifications include a Master of Financial Planning from Kaplan. Alan is a member of Institute of Public Accountants (IPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Graduate Diploma in Applied Finance and Investment
Finsia
2009
Diploma of Financial Services (FP)
Kaplan
2013
Diploma in Financial Markets
Finsia
2014
Self Managed Super Fund Course
Kaplan
2021
Master of Financial Planning
Kaplan
Registration History
AAA FINANCIAL INTELLIGENCE LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register