Financial Adviser · HERSTON, QLD

John Whelan

HERSTON, QLD
17 Years experience
ASIC Registered · ADV 000336960
Currently at
Southport, QLD (firm address)

John Whelan is a financial adviser based in Herston, Queensland, with 17 years of experience in the financial services industry since 2009. John is currently authorised under Maven Capital. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. John's qualifications include a Bachelor of Business Studies from Massey University NZ.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Qualifications and Training

1981
Bachelor of Business Studies
Massey University NZ
1995
Diploma of Business Studies (Personal Financial Planning)
Massey University NZ
2002
PS 146 Securities,Futures & Managed Investments
Deakin University
2002
PS 146 Superannuation
Securities Institute
2010
Professional Diploma in Stockbroking
Deakin Prime

Registration History

Jul 2019 - Present Current
Oct 2013 - Jun 2019 Ceased
Sep 2010 - Dec 2013 Ceased
May 2009 - Nov 2010 Ceased

Source: ASIC Financial Advisers Register