JOHN FRANCIS MCILROY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1976 - Bachelor of Business - - RMIT
2006 - Certificate in Training - - Financial Essentials
2014 - Graduate of Institute of Company Directors - - Institute of Company Directors
2020 - Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2020 - Ethics & Professionalism - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
Institute of Company Directors
Institute of Managed Account Professionals (IMAP)
Registered Tax Agent
Self-managed Independent Super Funds Association
ℹ️ 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.