Christopher Kendall McSwain
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000277293
- Location
- Melbourne VIC 3000
- Licensee
- Shadforth Financial Group Limited (AFSL 318613)
- Authorised since
- 5 March 2013
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, The University of Melbourne (1992); Master of Business Administration, The University of Melbourne (2003); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2012); FNSASICR503A Provide Advice in Margin Lending, Pinnacle Financial Services Academy Pty Ltd (2014)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Christopher Kendall McSwain
Christopher Kendall McSwain is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000277293.
The licensee Christopher advises under is Shadforth Financial Group Limited (AFS licence 318613). The current authorisation started on 5 March 2013.
According to the register, Christopher first provided financial advice in 2004. The qualifications listed for Christopher include Bachelor of Commerce (The University of Melbourne, 1992), Master of Business Administration (The University of Melbourne, 2003) and Self Managed Superannuation Funds (Kaplan Education Pty Ltd, 2012). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
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. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Christopher Kendall McSwain a registered financial adviser?
Yes. Christopher Kendall McSwain is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000277293.
Which licensee does Christopher Kendall McSwain work under?
Shadforth Financial Group Limited, Australian financial services licence 318613.
What can Christopher Kendall McSwain 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.