Joanna Lyn McCreery
Financial Adviser in Leichhardt, New South Wales, Australia
Review Joanna Lyn McCreery
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000288361
- Location
- Leichhardt NSW 2040
- Licensee
- Majella Wealth Advisers Pty Limited (AFSL 303260)
- Authorised since
- 13 September 2006
- First provided advice
- 2005
- Qualifications
- Bachelor of Economics, Macquarie University (1991); Graduate Diploma of Financial planning, Securities Institute of Australia (2003); Certified Financial Adviser, Financial Planning Association (2008)
- Memberships
- Boutique Financial Planning Principals Association Inc.; 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 Joanna Lyn McCreery
Joanna Lyn McCreery is a financial adviser in Leichhardt, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000288361.
Advice is given under the Australian financial services licence of Majella Wealth Advisers Pty Limited, licence number 303260. That authorisation dates from 13 September 2006.
According to the register, Joanna first provided financial advice in 2005. Qualifications and training on file include Bachelor of Economics (Macquarie University, 1991), Graduate Diploma of Financial planning (Securities Institute of Australia, 2003) and Certified Financial Adviser (Financial Planning Association, 2008). Professional memberships recorded: Boutique Financial Planning Principals Association Inc. and Financial Advice Association of Australia (FAAA).
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.
Reviews
Nobody has reviewed Joanna Lyn McCreery here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Joanna Lyn McCreery a registered financial adviser?
Yes. Joanna Lyn McCreery is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000288361.
Which licensee does Joanna Lyn McCreery work under?
Majella Wealth Advisers Pty Limited, Australian financial services licence 303260.
What can Joanna Lyn McCreery 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.