Jack Solly McNamara
Financial Adviser in North Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001241724
- Location
- North Geelong VIC 3215
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 26 May 2021
- First provided advice
- 2016
- Qualifications
- Bachelor Commerce (Accounting and Financial Planning), Deakin University (2014); Certified Financial Planner, Financial Planning Association (2017); FPC002B-Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jack Solly McNamara
On the Financial Advisers Register kept by ASIC, Jack Solly McNamara appears as a current financial adviser in North Geelong, Victoria, adviser number 001241724.
The licensee Jack advises under is Personal Financial Services Ltd (AFS licence 234459). That authorisation dates from 26 May 2021.
The register records 2016 as the year Jack first provided financial advice. Qualifications and training on file include Bachelor Commerce (Accounting and Financial Planning) (Deakin University, 2014), Certified Financial Planner (Financial Planning Association, 2017) and FPC002B-Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Jack is authorised to advise 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 Jack Solly McNamara a registered financial adviser?
Yes. Jack Solly McNamara is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001241724.
Which licensee does Jack Solly McNamara work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Jack Solly McNamara 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.