Financial Adviser
· PERTH, WA
Ian Michael Mcrae
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000277138
Ian Michael Mcrae is a financial adviser based in Perth, Western Australia, with 16 years of experience in the financial services industry. Ian is currently authorised under Togethr Financial Planning Pty Ltd. Ian 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 from Financial Planning Association of Australia Limited. Ian 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
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Commerce
Murdoch University
1995
Graduate Diploma in Banking and Finance
Curtin University of Technology
2002
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2004
Certified Financial Planner
Financial Planning Association of Australia Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education