Allan John Mcpherson – Financial Adviser

Adviser identifying number: 230670
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989

Name of the licence holder: MCPHERSON & ASSOCIATES PTY. LTD.
Licence number: 229883
Licensee’s ABN: 15087681561
Licence controlled by: ALLAN MCPHERSON

The date the Financial Adviser commenced the appointment: 01/07/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MCPHERSON & ASSOCIATES PTY. LTD.
Authorised Representative identifying number: 229883
Authorised Representative’s ABN: 15087681561

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Business (Accountancy) – Queensland Institute of Technology (QIT)
  • CFP Program – Financial Planning Association of Australia (FPA)
  • Chartered Accountants Program – Institute of Chartered Accountants in Australia (ICAA)
  • Ontrack CPD – ongoing program – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Chartered Accountants Australia and New Zealand (CA)
  • Financial Planning Association of Australia (FPA)

Allan John Mcpherson is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility