John Mulcahy

Name
John Mulcahy
ID
1006904
ABN
–
First Provided Advice
1998

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA/Deakin University
  • 2005 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA
  • 2010 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Southern Queensland
  • 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Brighter Super Trustee (#230511)
Commenced
Aug. 29, 2013
Ceased
Aug. 14, 2020
Status
Ceased
Licence Holder
Aware Financial Services Australia Limited (#238430)
Commenced
May 13, 2022
Ceased
Dec. 2, 2022
Status
Ceased
Licence Holder
Consultum Financial Advisers Pty Ltd (#230323)
Commenced
Dec. 16, 2022
Ceased
Nov. 30, 2023
Status
Ceased
Licence Holder
Industry Fund Services Limited (#232514)
Commenced
April 6, 2020
Ceased
March 22, 2022
Status
Current
Licence Holder
Mercer Financial Advice (australia) Pty ltd (#411766)
Commenced
Jan. 8, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Oct. 24, 2011
Ceased
March 19, 2012
Status
Ceased
Licence Holder
Gpl (vic) Pty Ltd (#230690)
Commenced
March 19, 2012
Ceased
Aug. 16, 2013
Status
Ceased
Licence Holder
Guideway Financial Services Pty Ltd (#420367)
Commenced
Dec. 18, 2017
Ceased
June 28, 2019
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
March 22, 2010
Ceased
Oct. 14, 2011