Financial Adviser · WANNEROO, WA

Bryan Mcguinness

WANNEROO, WA

43 Years experience

Tax advice
authorised

ASIC Registered · ADV 000280753

Currently at

The Trustee For McGuinness Investment Trust

Wanneroo, WA (firm address)

View firm profile

About Bryan Mcguinness

Bryan Mcguinness is a financial adviser based in Wanneroo, Western Australia, with 43 years of experience in the financial services industry since 1983. Bryan is currently authorised under Next Level Wa, operating through The Trustee For McGuinness Investment Trust. Bryan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bryan's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Bryan 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

2003

Certified Financial Planner

Financial Planning Association of Australia

2003

Diploma of Financial Planning

Financial Planning Association of Australia

2022

Introduction to Self Managed Superannuation Funds

Kaplan

Registration History

Next Level Wa Pty Ltd

Sep 2024 - Present Current

Insight Investment Services Pty Ltd

Jan 2022 - Sep 2024 Ceased

FINCHOICE PTY LTD

Jan 2017 - Jan 2022 Ceased

Restricted advice on Self Managed Superannuation Funds

A.C.N. 140 520 225 PTY LTD

Apr 2016 - Jan 2017 Ceased

Advice on superannuation excludes self managed superannuation funds.

SECURITOR FINANCIAL GROUP PTY LIMITED

Jun 2014 - Feb 2016 Ceased

Excluding Self Managed Superannuation Funds

GUARDIANFP PTY LIMITED

Feb 2013 - Jun 2014 Ceased

Commonwealth Financial Planning Limited

Jul 2009 - Dec 2012 Ceased

Source: ASIC Financial Advisers Register