Jonathan Frank McWhae
Financial Adviser in Carlton, Victoria, Australia
Review Jonathan Frank McWhae
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001263618
- Location
- Carlton VIC 3053
- Licensee
- Grimsey Wealth Pty Ltd (AFSL 293334)
- Authorised since
- 16 April 2018
- First provided advice
- 2010
- Qualifications
- Bachelor of Arts, Murdoch University (1995); Bachelor of Commerce (Accounting), Murdoch University (1995); Graduate Diploma of Financial Planning, Finsia Pty Ltd (2006); Certified Financial Planner, Financial Planning Association (2009); Certified Practicing Accountant, CPA Australia (2010); Chartered Tax Adviser, The Tax Institute (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- Institute of Financial Accountants; Institute of Public Accountants (IPA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Frank McWhae
Jonathan Frank McWhae is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Carlton, Victoria (adviser number 001263618).
Jonathan provides advice as an authorised representative of Grimsey Wealth Pty Ltd, which holds Australian financial services licence 293334. The current authorisation started on 16 April 2018.
The register records 2010 as the year Jonathan first provided financial advice. The qualifications listed for Jonathan include Bachelor of Arts (Murdoch University, 1995), Bachelor of Commerce (Accounting) (Murdoch University, 1995) and Graduate Diploma of Financial Planning (Finsia Pty Ltd, 2006). Professional memberships recorded: Institute of Financial Accountants and Institute of Public Accountants (IPA).
Jonathan is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Jonathan Frank McWhae here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jonathan Frank McWhae a registered financial adviser?
Yes. Jonathan Frank McWhae is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001263618.
Which licensee does Jonathan Frank McWhae work under?
Grimsey Wealth Pty Ltd, Australian financial services licence 293334.
What can Jonathan Frank McWhae give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds.