William Michael Mcgee – Financial Adviser

Adviser identifying number: 226380
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: MERITUM FINANCIAL GROUP PTY LTD
Licence number: 245569
Licensee’s ABN: 93106888215
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 24/01/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERITUM FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 331387
Authorised Representative’s ABN: 24131660065

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

William Michael Mcgee is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Margin Lending Facility / Non-Standard Margin Lending Facility