Allan Mcpherson Financial Planner Report

Name:
Allan John Mcpherson

Rep Number:
000230670

Status:
Current

First Advice:
1989

Disciplinary action:
No action

Most Recent Role:
2003-07-01 onwards

Location:
Brisbane, , QLD, 0

Licensee
Name:

Number:
000229883

ABN:
15 087 681 561

Controlled By:

Appointed By
Name:
Mcpherson & Associates Pty. Ltd.

Licence Number:
000229883

ABN:
15 087 681 561

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Queensland Institute of Technology (QIT)
Bachelor of Business (Accountancy)
Financial Planning Association of Australia (FPA)
CFP Program
Institute of Chartered Accountants in Australia (ICAA)
Chartered Accountants Program
Kaplan Professional
Ontrack CPD - ongoing program

Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)