MCKINNON FINANCIAL PLANNING PTY LTD


Address: East Brisbane, QLD 4169, Australia

MCKINNON FINANCIAL PLANNING PTY LTD (Licence# 000417488) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 16, 2012.

Service Overview

Register Name AFS Licence
Licence Name MCKINNON FINANCIAL PLANNING PTY LTD
Licence Number 000417488
Licence ABN 74155233784
Issue Date 2012-03-16
Locality EAST BRISBANE
State QLD
Postcode 4169
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products including:
      • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
      • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; and
      • superannuation; and
  • deal in a financial product by:
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
      • deposit and payment products limited to:
        • basic deposit products;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products including:
        • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
        • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001000318 GEORGE DEAN MCKINNON Current 2012-03-17

Office Location

Locality EAST BRISBANE
State QLD
Postcode 4169
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
AC AFSL PTY LTD 2017-10-11 Kangaroo Point, QLD 4169, Australia
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COVERCORP PTY LTD 2008-09-01 East Brisbane, QLD 4169, Australia
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Financial services with the same locality

Service Name Issue Date Locality
MANTLE INVESTMENTS PTY LTD 2015-07-08 East Brisbane, QLD 4169, Australia
SIRIUS FINANCIAL ADVISERS PTY LTD 2012-02-13 East Brisbane, QLD 4169, Australia
COVERCORP PTY LTD 2008-09-01 East Brisbane, QLD 4169, Australia

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Postal Code 4169

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Dataset Information


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

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services 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.