JOHN PATRICK MCINERNEY

Licensee: TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD.

JOHN PATRICK MCINERNEY (Adviser# 000237758) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is October 1, 2003.

Adviser Overview

Register Name Financial Advisers
Adviser Name JOHN PATRICK MCINERNEY
Adviser Number 000237758
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1989
Financial Service (AFS) Licence Licence# 000230458
TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD.
Licence ABN 12062230424
Adviser Start Date 2003-10-01
Appointing Representative Name TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD.
Appointing Representative Number 000230458
Appointing Representative ABN 12062230424
Memberships Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
Tax Practitioners Board

Authorisations to provide financial product advice

  • JOHN PATRICK MCINERNEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Consumer Credit Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Australian Certified Investment Planner AIFP
Certified Financial Planner Financial Planning Association
Diploma of Financial Planning AIFP

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000230458 TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD. 2003-10-01 - TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD.

Licensee Information

Licence Name TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD.
Licence Number 000230458
Licence ABN 12062230424

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GEORGIE MORRIS Totally Integrated Financial Planning Pty. Ltd. Current 2003-10-01
RICHARD PAWLIK Totally Integrated Financial Planning Pty. Ltd. Current 2003-10-01
ROBERT WALDRON Totally Integrated Financial Planning Pty. Ltd. Current 2003-10-01
HELEN SJOGREN Totally Integrated Financial Planning Pty. Ltd. Ceased 2003-10-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GEORGIE MORRIS Totally Integrated Financial Planning Pty. Ltd. Current 2003-10-01
RICHARD PAWLIK Totally Integrated Financial Planning Pty. Ltd. Current 2003-10-01
ROBERT WALDRON Totally Integrated Financial Planning Pty. Ltd. Current 2003-10-01
HELEN SJOGREN Totally Integrated Financial Planning Pty. Ltd. Ceased 2003-10-01

Competitor

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.