Keiran Thomas McPhee
Financial Adviser in Port Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001233558
- Location
- Port Adelaide SA 5015
- Licensee
- Finplan Advice Pty Ltd (AFSL 514281)
- Authorised since
- 15 June 2019
- First provided advice
- 2015
- Qualifications
- Bachelor Economics, University of Adelaide (2002); Graduate Diploma of Applied Finance and Investment, FINSIA (2008); Graduate Diploma of Financial Planning, FINSIA (2008); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Self Managed Superannuation Funds, Kaplan Professional Education (2012); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Keiran Thomas McPhee
On the Financial Advisers Register kept by ASIC, Keiran Thomas McPhee appears as a current financial adviser in Port Adelaide, South Australia, adviser number 001233558.
Advice is given under the Australian financial services licence of Finplan Advice Pty Ltd, licence number 514281. That authorisation dates from 15 June 2019.
According to the register, Keiran first provided financial advice in 2015. The qualifications listed for Keiran include Bachelor Economics (University of Adelaide, 2002), Graduate Diploma of Applied Finance and Investment (FINSIA, 2008) and Graduate Diploma of Financial Planning (FINSIA, 2008).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Keiran Thomas McPhee a registered financial adviser?
Yes. Keiran Thomas McPhee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001233558.
Which licensee does Keiran Thomas McPhee work under?
Finplan Advice Pty Ltd, Australian financial services licence 514281.
What can Keiran Thomas McPhee 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.