Eric Allan McCay
Financial Adviser in Biggera Waters, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245042
- Location
- Biggera Waters QLD 4216
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 21 February 2020
- First provided advice
- 2003
- Qualifications
- Bachelor of Business Accountancy, Queensland Institute of Technology (1984); Certified Practicing Accountant, Australian Society of Accountants (1987); Margin Lending and Geared Investments, Kaplan Professional (2011); Certified Financial Planner, FPA (2013)
- Memberships
- CPA Australia (CPA); 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
- Restriction
- Not authorised to provide personal advice on SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Eric Allan McCay
Eric Allan McCay is a financial adviser in Biggera Waters, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000245042.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. That authorisation dates from 21 February 2020.
According to the register, Eric first provided financial advice in 2003. The qualifications listed for Eric include Bachelor of Business Accountancy (Queensland Institute of Technology, 1984), Certified Practicing Accountant (Australian Society of Accountants, 1987) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide personal advice on SMSF.”
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Questions people ask
Is Eric Allan McCay a registered financial adviser?
Yes. Eric Allan McCay is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245042.
Which licensee does Eric Allan McCay work under?
Count Financial Limited, Australian financial services licence 227232.
What can Eric Allan McCay 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. It also records this restriction: "Not authorised to provide personal advice on SMSF."