Financial Adviser
· BRISBANE, QLD
Will Henry Mceniery-wallace
No disciplinary history on record with ASIC
BRISBANE,
QLD
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001283839
About Will Henry Mceniery-wallace
Will Henry Mceniery-wallace is a financial adviser based in Brisbane, Queensland, with 5 years of experience in the financial services industry since 2021. Will is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Will holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Will's qualifications include a Business & Commerce from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2018
Business & Commerce
Griffith University
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Margin Lending
Mentor Education
2023
SMSF Regulations & Taxation
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register