Financial Adviser
· BALLINA, NSW
Jason Patrick Mcfadden
No disciplinary history on record with ASIC
BALLINA,
NSW
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000310317
Jason Patrick Mcfadden is a financial adviser based in Ballina, New South Wales, with 27 years of experience in the financial services industry since 1999. Jason is currently authorised under Direction Advice Group, operating through Pinnacle Advice. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Master of Financial Planning from Kaplan. Jason is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Business (Accounting)
University of New England
2001
Diploma of Financial Planning
Deakin University
2003
Graduate Diploma of Applied Finance and Investment
Kaplan
2014
Certificate in Aged Care
Aged Care Steps
2022
Master of Financial Planning
Kaplan
Registration History
ACN 130 288 578 PTY LTD
WEALTHSURE PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register