Financial Adviser · PERTH, WA

Ian Michael Mcrae

PERTH, WA

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000277138

Licensee

Guideway Financial Services

Melbourne, VIC (licence address on ASIC register)

View licensee

About Ian Michael Mcrae

Ian Michael Mcrae is a financial adviser based in Perth, Western Australia, with 16 years of experience in the financial services industry since 2010. Ian is currently authorised under Guideway Financial Services. Ian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ian's qualifications include a CFP Certification Program from Financial Advice 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

Restrictions: Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised

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

8 Unit Diploma of Financial Planning

Financial Advice Association of Australia Limited

2004

CFP Certification Program

Financial Advice Association of Australia Limited

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Guideway Financial Services Pty Ltd

Oct 2026 - Present Current

Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised

Togethr Financial Planning Pty Ltd

Oct 2019 - Oct 2026 Ceased

CSF PTY LIMITED

Jul 2012 - Oct 2019 Ceased

Source: ASIC Financial Advisers Register