John Kirkpatrick
Financial Adviser in Wendouree, Victoria, Australia
Review John Kirkpatrick
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 number000402637
- Location
- Wendouree VIC 3355
- Licensee
- M Group Financial Planning Pty. Ltd. (AFSL 340094)
- Authorised since
- 14 April 2025
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), Holmesglen Institute of TAFE (2008); Advanced Diploma of Financial Services (Financial Planning), Holmesglen Institute of TAFE (2009); Super Concepts & ICFS Specialist SMSF Course, The University of Adelaide/ Super Concepts (2016); Tier 1 Margin Lending, Kaplan (2019); Graduate Diploma of Financial Planning, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planner AFP (FPA)
- 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 John Kirkpatrick
John Kirkpatrick is a financial adviser in Wendouree, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000402637.
The licensee John advises under is M Group Financial Planning Pty. Ltd. (AFS licence 340094). The current authorisation started on 14 April 2025.
The register records 2010 as the year John first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Holmesglen Institute of TAFE, 2008), Advanced Diploma of Financial Services (Financial Planning) (Holmesglen Institute of TAFE, 2009) and Super Concepts & ICFS Specialist SMSF Course (The University of Adelaide/ Super Concepts, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
John 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.
Reviews
Nobody has reviewed John Kirkpatrick here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is John Kirkpatrick a registered financial adviser?
Yes. John Kirkpatrick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000402637.
Which licensee does John Kirkpatrick work under?
M Group Financial Planning Pty. Ltd., Australian financial services licence 340094.
What can John Kirkpatrick 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.