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

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:

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