Financial Adviser
· BUNDALL, QLD
Annette Maree Mcgrath
No disciplinary history on record with ASIC
BUNDALL,
QLD
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000339437
Practice
Melbourne, VIC (practice address on ASIC register)
Licensed through Viridian Advisory
About Annette Maree Mcgrath
Annette Maree Mcgrath is a financial adviser based in Bundall, Queensland, with 27 years of experience in the financial services industry since 1999. Annette works at Viridian Financial Group, which is licensed through Viridian Advisory. Annette holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Annette's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Annette 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services
Securities Institute
2005
Self Managed Superannuation Funds
Tribeca
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
Certified Financial Planner
Financial Planning Association of Australia
2014
Accredited Listed Product Adviser Program
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited