Financial Adviser
· BENDIGO, VIC
Wade Philip Mcgirr
No disciplinary history on record with ASIC
BENDIGO,
VIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006743
Wade Philip Mcgirr is a financial adviser based in Bendigo, Victoria, with 22 years of experience in the financial services industry since 2004. Wade is currently authorised under Ropan Licensees. Wade holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Wade's qualifications include a Bachelor of Business from Monash University. Wade is a member of FINSIA and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Business
Monash University
2003
Graduate Diploma of Financial Planning
FINSIA
2010
Margain Lending & Geared Investments
Kaplan
2011
Certificate IV in Financial Services (Finance / Mortgage Broking)
AAMC Training Group
2020
FPC002B
Bridging Course - Ethics - Kaplan Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register