John Murray McLellan
Financial Adviser in Kings Beach, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260212
- Location
- Kings Beach QLD 4551
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 18 March 2020
- First provided advice
- 1991
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1996); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (1998); Margin Lending and Geared Investments, Kaplan Professional (2011); Accredited Listed Product Adviser Program, Kaplan Professional (2020); SMSF Regulations and Taxation, Kaplan Professional (2026)
- 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 Murray McLellan
John Murray McLellan is a financial adviser in Kings Beach, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000260212.
The licensee John advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 18 March 2020.
According to the register, John first provided financial advice in 1991. The qualifications listed for John include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1996), Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 1998) and Margin Lending and Geared Investments (Kaplan Professional, 2011).
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.
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Questions people ask
Is John Murray McLellan a registered financial adviser?
Yes. John Murray McLellan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260212.
Which licensee does John Murray McLellan work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can John Murray McLellan 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.