Jonathan Robert McCullagh
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002457
- Location
- Brisbane City QLD 4000
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 6 September 2025
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce (Banking and Funds Management), Griffith University (2005); Advanced Diploma of Financial Services (Financial Planning FNS60404), MLC ThreeSixty (2010); Certified Financial Planner, Financial Advice Association of Australia Limited (2016); AU Inhouse Accreditation, AUPFS (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- Memberships
- 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, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Robert McCullagh
Jonathan Robert McCullagh is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brisbane City, Queensland (adviser number 001002457).
The licensee Jonathan advises under is Oreana Financial Services Pty Ltd (AFS licence 482234). That authorisation dates from 6 September 2025.
The register records 2008 as the year Jonathan first provided financial advice. The qualifications listed for Jonathan include Bachelor of Commerce (Banking and Funds Management) (Griffith University, 2005), Advanced Diploma of Financial Services (Financial Planning FNS60404) (MLC ThreeSixty, 2010) and Certified Financial Planner (Financial Advice Association of Australia Limited, 2016). Professional memberships recorded: 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 11 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jonathan Robert McCullagh a registered financial adviser?
Yes. Jonathan Robert McCullagh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002457.
Which licensee does Jonathan Robert McCullagh work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Jonathan Robert McCullagh 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; derivatives; foreign exchange contracts.