Financial Adviser · WAYVILLE, SA

Gerald Mcavoy

17 Years experience

Tax advice
authorised

Currently at

Wayville, SA

View firm profile

ASIC Registered · ADV 000338643

Gerald Mcavoy is a financial adviser based in Wayville, South Australia, with 17 years of experience in the financial services industry. Gerald is currently authorised under Kaizen Wealth Pty Ltd. Gerald 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 Services (Financial Planning) from International Institute of Technology Pty Ltd (IIT). Gerald is a member of Financial Advice Association of Australia (FAAA), Financial Planner AFP (FPA) and LRS - Life Risk Specialist (FPA).

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

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2012

Advanced Diploma of Financial Services (Financial Planning)

International Institute of Technology Pty Ltd (IIT)

2025

Ethics & Professionalism in Financial Advice

Ethics - KAPLAN Professional

Registration History

Kaizen Wealth Pty Ltd

Jan 2022 - Present Current

Psk Advisory Services Pty Ltd

Dec 2021 - Jan 2022 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Psk Advisory Services Pty Ltd

Sep 2017 - Dec 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

PPS LIFESTYLE SOLUTIONS PTY LTD

Jun 2009 - May 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register