Financial Adviser
· MELBOURNE, VIC
William Michael Mcgee
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000226380
William Michael Mcgee is a financial adviser based in Melbourne, Victoria, with 24 years of experience in the financial services industry. William is currently authorised under Bridgewood Private Wealth Pty Ltd. William 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 CFP from - Deakin University and Financial Planning Association. William is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2002
Advanced Diploma
- Financial Planning Association via Deakin University
2005
CFP
- Deakin University and Financial Planning Association
2023
Graduate Diploma of Financial Planning
Kaplan
Registration History
MERITUM FINANCIAL GROUP PTY LTD
WOODLAND MCGEE FINANCIAL SERVICES PTY. LTD.
Source: ASIC Financial Advisers Register