Financial Adviser · OSBORNE PARK, WA

Wade John Mcevoy

15 Years experience
Tax advice
authorised
ASIC Registered · ADV 000396518

Wade John Mcevoy is a financial adviser based in Osborne Park, Western Australia, with 15 years of experience in the financial services industry. Wade is currently authorised under Wealth Collective Adviser 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 Commerce (Accounting) from University of Southern Queensland. Wade 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 Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2008
Bachelor of Commerce (Accounting)
University of Southern Queensland
2009
Diploma of Financial Planning
Kaplan Professional
2013
Advanced Diploma of Financial Planning
Kaplan Professional

Registration History

Aug 2022 - Present Current
AFFINIA FINANCIAL ADVISERS PTY LTD
Aug 2016 - Aug 2022 Ceased
Not Authorised for SMSF
Oct 2015 - Aug 2016 Ceased
May 2012 - Oct 2015 Ceased
BEPAD PTY LTD
Jan 2011 - Mar 2012 Ceased

Source: ASIC Financial Advisers Register