William Mcgee Financial Planner Report

Name:
William Michael Mcgee

Rep Number:
000226380

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2011-01-24 onwards

Licensee
Name:

Number:
000245569

ABN:
93 106 888 215

Controlled By:

Appointed By
Name:
Meritum Financial Planning Pty Ltd

Licence Number:
000331387

ABN:
24 131 660 065

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Non-Standard Margin Lending Facility
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Box Hill Institute of TAFE
Advanced Diploma - Business
Financial Planning Association via Deakin University
Advanced Diploma - Financial Planning
Deakin University and Financial Planning Association
CFP - Certified Financial Planner

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association