Murray Whelan
Financial Adviser in Norwood, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001243
- Location
- Norwood SA 5067
- Licensee
- Clan Capital Management Pty Ltd (AFSL 436836)
- Authorised since
- 7 May 2013
- First provided advice
- 2006
- Qualifications
- Bachelor of Accounting, Flinders University (2004); Diploma of Financial Services (Financial Planning), Tribeca Learning (2007); ASX Responsible Executive Exam, Kaplan Education (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Education (2009); Professional Certificate in Self-Managed Superannuation Funds, Adelaide University (2015)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Murray Whelan
Murray Whelan is a financial adviser in Norwood, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001001243.
Murray provides advice as an authorised representative of Clan Capital Management Pty Ltd, which holds Australian financial services licence 436836. That authorisation dates from 7 May 2013.
According to the register, Murray first provided financial advice in 2006. Qualifications and training on file include Bachelor of Accounting (Flinders University, 2004), Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2007) and ASX Responsible Executive Exam (Kaplan Education, 2008).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Murray Whelan a registered financial adviser?
Yes. Murray Whelan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001243.
Which licensee does Murray Whelan work under?
Clan Capital Management Pty Ltd, Australian financial services licence 436836.
What can Murray 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; retirement savings accounts.