Murray Whelan – Financial Adviser

Adviser identifying number: 1001243
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: CLAN CAPITAL MANAGEMENT PTY LTD
Licence number: 436836
Licensee’s ABN: 48066792603
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CLAN CAPITAL MANAGEMENT PTY LTD
Authorised Representative identifying number: 436836
Authorised Representative’s ABN: 48066792603

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:

• ASX Responsible Executive Exam – Kaplan Education
• Advanced Diploma of Financial Services (Financial Planning) – Kaplan Education
• Bachelor of Accounting – Flinders University
• Diploma of Financial Services (Financial Planning) – Tribeca Learning
• Self Managed Superannuation Funds Subject – Kaplan Education

Relevant memberships of professional bodies or industry associations:

Murray Whelan is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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