GEORGE DEAN MCKINNON


Licensee: MCKINNON FINANCIAL PLANNING PTY LTD

GEORGE DEAN MCKINNON (Adviser# 001000318) 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 March 17, 2012.

Adviser Overview

Register Name Financial Advisers
Adviser Name GEORGE DEAN MCKINNON
Adviser Number 001000318
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1995
Financial Service (AFS) Licence Licence# 000417488
MCKINNON FINANCIAL PLANNING PTY LTD
Licence ABN 74155233784
Adviser Start Date 2012-03-17
Appointing Representative Name MCKINNON FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000417488
Appointing Representative ABN 74155233784
Memberships Finance Brokers Association of Australia

Authorisations to provide financial product advice

  • GEORGE DEAN MCKINNON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Certified Financial Planner Financial Planning Association of Australia
Diploma of Financial Planning Financial Planning Association of Australia
Diploma of Financial Services (Finance/Mortgage Broking Management) PLAN Connect
Self Managed Super Fund Accreditation Cavendish Super

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000417488 MCKINNON FINANCIAL PLANNING PTY LTD 2012-03-17 - MCKINNON FINANCIAL PLANNING PTY LTD
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2003-12-08 - 2012-03-16

Licensee Information

Licence Name MCKINNON FINANCIAL PLANNING PTY LTD
Licence Number 000417488
Licence ABN 74155233784

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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.