GREGOR JOHN ANDREW MCQUEEN

Financial Adviser ยท Esperance, WA

Registered

Registration Number

000289870

Registration Status

Registered

Location

Esperance, WA 6450

Providing Advice Since

1998

Registration Date

08/04/2013

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1995 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - Edith Cowan University (ECU)
1999 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2007 - SMSF Course - Other - Other
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2017 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.