John Whelan
Financial Adviser in Herston, Queensland, Australia
Review John Whelan
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 number000336960
- Location
- Herston QLD 4006
- Licensee
- Maven Capital Pty Ltd (AFSL 418504)
- Authorised since
- 1 July 2019
- First provided advice
- 2009
- Qualifications
- Bachelor of Business Studies, Massey University NZ (1981); Diploma of Business Studies (Personal Financial Planning), Massey University NZ (1995); PS 146 Securities,Futures & Managed Investments, Deakin University (2002); PS 146 Superannuation, Securities Institute (2002); Professional Diploma in Stockbroking, Deakin Prime (2010)
- 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
- Register status
- Current
About John Whelan
On the Financial Advisers Register kept by ASIC, John Whelan appears as a current financial adviser in Herston, Queensland, adviser number 000336960.
The licensee John advises under is Maven Capital Pty Ltd (AFS licence 418504). That authorisation dates from 1 July 2019.
The register records 2009 as the year John first provided financial advice. Qualifications and training on file include Bachelor of Business Studies (Massey University NZ, 1981), Diploma of Business Studies (Personal Financial Planning) (Massey University NZ, 1995) and PS 146 Securities,Futures & Managed Investments (Deakin University, 2002).
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.
Reviews
Nobody has reviewed John Whelan here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is John Whelan a registered financial adviser?
Yes. John Whelan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000336960.
Which licensee does John Whelan work under?
Maven Capital Pty Ltd, Australian financial services licence 418504.
What can John Whelan 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.