Financial Adviser
· TOOWOOMBA, QLD
Wesley James Mcrae
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249147
Wesley James Mcrae is a financial adviser based in Toowoomba, Queensland, with 22 years of experience in the financial services industry. Wesley is currently authorised under Infocus Securities Australia Pty Ltd. Wesley 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 of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Diploma of Financial Planning
Kaplan Professional
2017
Tier 1 Managed Investments
Kaplan Professional
2017
Tier 1 Securities
- Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Self Managed Superannuation Funds
Kaplan Professional