WILLIAM MICHAEL MCGEE
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2002 - Advanced Diploma - Financial Planning - - Financial Planning Association via Deakin University
2003 - Advanced Diploma - Business - - Box Hill Institute of TAFE
2005 - CFP - Certified Financial Planner - - Deakin University and Financial Planning Association
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.