Financial Adviser
· SYDNEY, NSW
Jamie David Mckay
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004465
Jamie David Mckay is a financial adviser based in Sydney, New South Wales, with 31 years of experience in the financial services industry. Jamie is currently authorised under Shadforth Financial Group Limited. Jamie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia Ltd. Jamie 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Commerce
Deakin University
1999
Certified Financial Planner (CFP)
Financial Planning Association of Australia Ltd
1999
Diploma of Financial Planning
Financial Planning Association of Australia Ltd