Jason John McGann
Financial Adviser in Geelong North, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001238553
- Location
- Geelong North VIC 3215
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 19 June 2026
- First provided advice
- 2016
- Qualifications
- MLC101 Business Law, Deakin University (1998); MLC205 Income Taxation Law & Practice, Deakin University (1999); Bachelor of Commerce (Accounting), Deakin University (2001); Certified Practicing Accountant (CPA) Australia Program, CPA Australia (2002); Certificate of Public Practice, CPA Australia (2006); Diploma of Financial Planning, Mentor Education (2014); Self-Managed Superannuation Funds, Mentor Education (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, deposit and payment products
- Restriction
- Is only authorised to:provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason John McGann
On the Financial Advisers Register kept by ASIC, Jason John McGann appears as a current financial adviser in Geelong North, Victoria, adviser number 001238553.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 19 June 2026.
The register records 2016 as the year Jason first provided financial advice. The qualifications listed for Jason include MLC101 Business Law (Deakin University, 1998), MLC205 Income Taxation Law & Practice (Deakin University, 1999) and Bachelor of Commerce (Accounting) (Deakin University, 2001). Professional memberships recorded: CPA Australia (CPA).
The authorisation covers advice on superannuation and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Is only authorised to:provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.”
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Questions people ask
Is Jason John McGann a registered financial adviser?
Yes. Jason John McGann is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238553.
Which licensee does Jason John McGann work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Jason John McGann give advice on?
The register lists these advice areas: superannuation; deposit and payment products. It also records this restriction: "Is only authorised to:provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products."