Annette Maree McGrath
Financial Adviser in Bundall, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000339437
- Location
- Bundall QLD 4217
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 13 May 2021
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Services, Securities Institute (2005); Self Managed Superannuation Funds, Tribeca (2005); Margin Lending and Geared Investments, Kaplan Professional (2010); Certified Financial Planner, Financial Planning Association of Australia (2012); Accredited Listed Product Adviser Program, Kaplan Professional (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Annette Maree McGrath
Annette Maree McGrath is a financial adviser in Bundall, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000339437.
Annette provides advice as an authorised representative of Viridian Advisory Pty Ltd, which holds Australian financial services licence 476223. That authorisation dates from 13 May 2021.
According to the register, Annette first provided financial advice in 1999. The qualifications listed for Annette include Diploma of Financial Services (Securities Institute, 2005), Self Managed Superannuation Funds (Tribeca, 2005) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Annette is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Annette Maree McGrath a registered financial adviser?
Yes. Annette Maree McGrath is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000339437.
Which licensee does Annette Maree McGrath work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Annette Maree McGrath give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.