Financial Adviser · MELBOURNE, VIC

William Michael Mcgee

MELBOURNE, VIC

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000226380

Currently at

Bridgewood Private Wealth

Melbourne, VIC (firm address)

View firm profile

William Michael Mcgee is a financial adviser based in Melbourne, Victoria, with 24 years of experience in the financial services industry since 2002. William is currently authorised under Bridgewood Private Wealth. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William's qualifications include a CFP from - Deakin University and Financial Planning Association. William is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002

Advanced Diploma

- Financial Planning Association via Deakin University

2003

Advanced Diploma

- Box Hill Institute of TAFE

2005

CFP

- Deakin University and Financial Planning Association

2023

Graduate Diploma of Financial Planning

Kaplan

Registration History

Bridgewood Private Wealth Pty Ltd

May 2018 - Present Current

MERITUM FINANCIAL GROUP PTY LTD

Jan 2011 - Apr 2018 Ceased

WOODLAND MCGEE FINANCIAL SERVICES PTY. LTD.

Feb 2002 - Jan 2011 Ceased

Source: ASIC Financial Advisers Register