Brian Mcsweeney Financial Planner Report

Name:
Brian Mcsweeney

Rep Number:
000336433

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2017-01-18 onwards

Location:
Kingscliff, North Coast, NSW, 2487

ABN:
92 781 541 051

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Blue Chip Wealth Management Pty Ltd

Licence Number:
000404974

ABN:
26 112 046 723

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Australian College of Theology
Advanced Diploma of Theology
Department Technical Education
Certificate of Accountancy
Department Technical Education
Certificate of Cost Accountancy
Institute of Chartered Accountants Australia
Chartered Accountant
NIBA
Diploma of Financial Services (Financial Planning)

Memberships
Australian Society of Accountants
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
Finsia
Tax Practitioners Board