Joanne Vanessa McKay
Financial Adviser in Mosman, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319644
- Location
- Mosman NSW 2088
- Licensee
- Minchin Moore Private Wealth Pty Ltd (AFSL 480194)
- Authorised since
- 1 October 2024
- First provided advice
- 1998
- Qualifications
- Certificate in Financial Markets, Securities Institute Australia (1998); Diploma in Financial Markets, Securities Institute Australia (1999); Diploma of Financial Planning, Financial Advice Association of Australia Ltd (2002); Certified Financial Planner, Financial Advice Association of Australia Ltd (2003)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Joanne Vanessa McKay
On the Financial Advisers Register kept by ASIC, Joanne Vanessa McKay appears as a current financial adviser in Mosman, New South Wales, adviser number 000319644.
Advice is given under the Australian financial services licence of Minchin Moore Private Wealth Pty Ltd, licence number 480194. That authorisation dates from 1 October 2024.
The register records 1998 as the year Joanne first provided financial advice. The qualifications listed for Joanne include Certificate in Financial Markets (Securities Institute Australia, 1998), Diploma in Financial Markets (Securities Institute Australia, 1999) and Diploma of Financial Planning (Financial Advice Association of Australia Ltd, 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Joanne is authorised to advise 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.
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Questions people ask
Is Joanne Vanessa McKay a registered financial adviser?
Yes. Joanne Vanessa McKay is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319644.
Which licensee does Joanne Vanessa McKay work under?
Minchin Moore Private Wealth Pty Ltd, Australian financial services licence 480194.
What can Joanne Vanessa McKay 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.