Financial Adviser · BIGGERA WATERS, QLD

Eric Allan Mccay

BIGGERA WATERS, QLD

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000245042

Currently at

Count Financial Limited

Sydney, NSW (firm address)

View firm profile

Eric Allan Mccay is a financial adviser based in Biggera Waters, Queensland, with 23 years of experience in the financial services industry since 2003. Eric is currently authorised under Count Financial Limited, operating through Count Financial. Eric holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Eric's qualifications include a Certified Financial Planner from FPA. Eric is a member of CPA Australia (CPA) and 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 Margin Lending

Restrictions: Not authorised to provide personal advice on SMSF

Authorised to provide tax financial advice services

Qualifications and Training

1984

Bachelor of Business Accountancy

Queensland Institute of Technology

1987

Certified Practicing Accountant

Australian Society of Accountants

2011

Margin Lending and Geared Investments

Kaplan Professional

2013

Certified Financial Planner

FPA

Registration History

Count Financial Limited

Feb 2020 - Present Current

Not authorised to provide personal advice on SMSF

TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD

Jan 2013 - Feb 2020 Ceased

Professional Investment Services Pty Ltd

Dec 2003 - Jan 2013 Ceased

Source: ASIC Financial Advisers Register