Gregor John Andrew McQueen
Financial Adviser in Esperance, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000289870
- Location
- Esperance WA 6450
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 8 April 2013
- First provided advice
- 1998
- Qualifications
- Bachelor of Business (Economics and Finance), Edith Cowan University (ECU) (1995); Graduate Diploma in Financial Planning, Securities Institute (1999); SMSF Course, Other (2007); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2017); MAI769 Ethics for Financial Services, Deakin University (2020)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Gregor John Andrew McQueen
Gregor John Andrew McQueen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Esperance, Western Australia (adviser number 000289870).
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. The current authorisation started on 8 April 2013.
The register records 1998 as the year Gregor first provided financial advice. Qualifications and training on file include Bachelor of Business (Economics and Finance) (Edith Cowan University (ECU), 1995), Graduate Diploma in Financial Planning (Securities Institute, 1999) and SMSF Course (Other, 2007).
Gregor is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Gregor John Andrew McQueen a registered financial adviser?
Yes. Gregor John Andrew McQueen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000289870.
Which licensee does Gregor John Andrew McQueen work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Gregor John Andrew McQueen 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."