PHILLIP MCGANN
Financial Adviser · Indooroopilly, QLD
📚 Qualifications & Training
1989 - Certificate in Financial Markets - Other - Securities Institute of Australia
1995 - Bachelor of Business with Honours (Finance) - Bachelor Honours Degree (AQF 8) - Southern Cross University
1999 - Graduate Diploma in Applied Finance & Investments - Graduate Diploma (AQF 8) - Securities Institute of Australia
2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia
2025 - Tax for Financial Advising - Other - Kaplan Professional
🏢 Professional Memberships
FINSIA
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.