Financial Adviser · EAST BRISBANE, QLD

Kevin Francis Mccarthy

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000274077

Kevin Francis Mccarthy is a financial adviser based in East Brisbane, Queensland, with 22 years of experience in the financial services industry. Kevin is currently authorised under Consultum Financial Advisers Pty Ltd. Kevin 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 Advanced Diploma Financial Services (Financial Planning) from Mentor Education Group.

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

2009
Advanced Diploma Financial Services (Financial Planning)
Mentor Education Group
2009
Diploma Financial Services (Financial Planning)
Mentor Education Group
2011
RG146 Provide advice in Margin Lending
MLC ThreeSixty

Registration History

Jun 2021 - Present Current
GWM ADVISER SERVICES PTY LTD
Nov 2009 - May 2021 Ceased
A.C.N. 116 900 362 LIMITED
Jun 2008 - Nov 2009 Ceased

Source: ASIC Financial Advisers Register