Financial Adviser · VASSE, WA

Jade Louise Mckay

8 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001263437

Jade Louise Mckay is a financial adviser based in Vasse, Western Australia, with 8 years of experience in the financial services industry. Jade is currently authorised under Synchron Advice Pty Ltd. Jade 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Jade 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: Superannuation Authorisation excludes Self-Managed Superannuation Funds advice

Authorised to provide tax financial advice services

Qualifications and Training

2018

Diploma of Financial Planning

Kaplan Education Pty Ltd

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Synchron Advice Pty Ltd

Apr 2018 - Present Current

Superannuation Authorisation excludes Self-Managed Superannuation Funds advice

Source: ASIC Financial Advisers Register