Financial Adviser
· BALLARAT CENTRAL, VIC
Thomas James Mckay
No disciplinary history on record with ASIC
BALLARAT CENTRAL,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270269
Thomas James Mckay is a financial adviser based in Ballarat Central, Victoria, with 8 years of experience in the financial services industry since 2018. Thomas is currently authorised under Findex Advice Services. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a Bachelor of Commerce from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Excluding SMSF and LRBA's
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Commerce
Deakin University
2018
Accredited Aged Care Professional
Aged Care Steps
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Excluding SMSF and LRBA's
BWA FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register