Alan McCredie
Financial Adviser in Narraweena, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001334
- Location
- Narraweena NSW 2099
- Licensee
- Ascent Financial Strategies Pty. Limited (AFSL 238770)
- Authorised since
- 2 February 2004
- First provided advice
- 1986
- Qualifications
- Diploma of Financial Planning, IAFP & Deakin University (1989); Certified Financial Planner, FPA (1992); Master of Commerce, University of Western Sydney (1998); Chartered Financial Analyst, CFA Institute (2004); Ethics and Professionalism in Financial Advice, Kaplan (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Register status
- Current
About Alan McCredie
Alan McCredie is a financial adviser in Narraweena, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001001334.
Advice is given under the Australian financial services licence of Ascent Financial Strategies Pty. Limited, licence number 238770. The current authorisation started on 2 February 2004.
According to the register, Alan first provided financial advice in 1986. The qualifications listed for Alan include Diploma of Financial Planning (IAFP & Deakin University, 1989), Certified Financial Planner (FPA, 1992) and Master of Commerce (University of Western Sydney, 1998). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total.
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Questions people ask
Is Alan McCredie a registered financial adviser?
Yes. Alan McCredie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001334.
Which licensee does Alan McCredie work under?
Ascent Financial Strategies Pty. Limited, Australian financial services licence 238770.
What can Alan McCredie give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.