Financial Adviser · OSBORNE PARK, WA

Wade John Mcevoy

OSBORNE PARK, WA

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000396518

Currently at

Menezies Wealth

Dunsborough, WA (firm address)

View firm profile

Wade John Mcevoy is a financial adviser based in Osborne Park, Western Australia, with 15 years of experience in the financial services industry since 2011. Wade is currently authorised under Wealth Collective Adviser Services, operating through Menezies Wealth. Wade holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Wade's qualifications include a Bachelor of Commerce (Accounting) from University of Southern Queensland. Wade 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2008

Bachelor of Commerce (Accounting)

University of Southern Queensland

2009

Diploma of Financial Planning

Kaplan Professional

2013

Advanced Diploma of Financial Planning

Kaplan Professional

Registration History

Wealth Collective Adviser Services Pty Ltd

Aug 2022 - Present Current

AFFINIA FINANCIAL ADVISERS PTY LTD

Aug 2016 - Aug 2022 Ceased

Not Authorised for SMSF

Charter Financial Planning Limited

Oct 2015 - Aug 2016 Ceased

Westpac Banking Corporation

May 2012 - Oct 2015 Ceased

BEPAD PTY LTD

Jan 2011 - Mar 2012 Ceased

Source: ASIC Financial Advisers Register