Francis Xavier McLaurin
Financial Adviser in Wangaratta, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248264
- Location
- Wangaratta VIC 3677
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 20 February 2020
- First provided advice
- 1982
- Qualifications
- Certified Financial Planner, Financial Planning Association (FPA) (1998); Diploma of Financial Planning, Financial Planning Association (FPA) (1998); Self Managed Superannuation Funds, Kaplan Professional (2007)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Francis Xavier McLaurin
On the Financial Advisers Register kept by ASIC, Francis Xavier McLaurin appears as a current financial adviser in Wangaratta, Victoria, adviser number 000248264.
Francis provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 20 February 2020.
The register records 1982 as the year Francis first provided financial advice. Qualifications and training on file include Certified Financial Planner (Financial Planning Association (FPA), 1998), Diploma of Financial Planning (Financial Planning Association (FPA), 1998) and Self Managed Superannuation Funds (Kaplan Professional, 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Francis is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Francis Xavier McLaurin a registered financial adviser?
Yes. Francis Xavier McLaurin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248264.
Which licensee does Francis Xavier McLaurin work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Francis Xavier McLaurin 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.