Financial Adviser
· NARRAWEENA, NSW
Alan Mccredie
No disciplinary history on record with ASIC
NARRAWEENA,
NSW
40
Years experience
ASIC Registered · ADV 001001334
Licensee
Narraweena, NSW (licence address on ASIC register)
About Alan Mccredie
Alan Mccredie is a financial adviser based in Narraweena, New South Wales, with 40 years of experience in the financial services industry since 1986. Alan works at Ascent Financial Strategies Pty., which is licensed through Ascent Financial Strategies. Alan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Alan's qualifications include a Certified Financial Planner from FPA. Alan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1989
Diploma of Financial Planning
IAFP & Deakin University
1992
Certified Financial Planner
FPA
1998
Master of Commerce
- University of Western Sydney
2004
Chartered Financial Analyst
CFA Institute
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register