Financial Adviser
· MORNINGTON, VIC
Mary-louise Mccarthy
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005430
Mary-louise Mccarthy is a financial adviser based in Mornington, Victoria, with 23 years of experience in the financial services industry. Mary-louise is currently authorised under Bridges Financial Services Pty Limited. Mary-louise 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia Ltd. Mary-louise is a member of 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
2005
Advanced Diploma of Financial Planning FNB60402
GWM Adviser Services Ltd
2009
Certified Financial Planner (CFP)
Financial Planning Association of Australia Ltd
2010
FNSASICR503A Provide advice in Margin Lending
GWM Adviser Services Ltd trading as Advice Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Education Pty Ltd