Financial Adviser · MORWELL, VIC

Wade Philip Mcgirr

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 001006743

Wade Philip Mcgirr is a financial adviser based in Morwell, Victoria, with 22 years of experience in the financial services industry. Wade is currently authorised under Results Financial Services Pty Ltd. Wade 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 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 Deposit Products 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

Aug 2004 - Present Current

Source: ASIC Financial Advisers Register