George Dean Mckinnon – Financial Adviser

Adviser identifying number: 1000318
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: MCKINNON FINANCIAL PLANNING PTY LTD
Licence number: 417488
Licensee’s ABN: 74155233784
Licence controlled by:

The date the Financial Adviser commenced the appointment: 17/03/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MCKINNON FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 417488
Authorised Representative’s ABN: 74155233784

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

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • 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

Relevant memberships of professional bodies or industry associations: Finance Brokers Association of Australia

George Dean Mckinnon 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
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility