Mary-Louise McCarthy
Financial Adviser in Mornington, Victoria, Australia
Review Mary-Louise McCarthy
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 number001005430
- Location
- Mornington VIC 3931
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 1 June 2021
- First provided advice
- 2003
- Qualifications
- Advanced Diploma of Financial Planning FNB60402, GWM Adviser Services Ltd (2005); Certified Financial Planner (CFP), Financial Planning Association of Australia Ltd (2009); FNSASICR503A Provide advice in Margin Lending, GWM Adviser Services Ltd trading as Advice Education (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Mary-Louise McCarthy
Mary-Louise McCarthy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mornington, Victoria (adviser number 001005430).
Advice is given under the Australian financial services licence of Bridges Financial Services Pty Limited, licence number 240837. The current authorisation started on 1 June 2021.
The register records 2003 as the year Mary-Louise first provided financial advice. The qualifications listed for Mary-Louise include Advanced Diploma of Financial Planning FNB60402 (GWM Adviser Services Ltd, 2005), Certified Financial Planner (CFP) (Financial Planning Association of Australia Ltd, 2009) and FNSASICR503A Provide advice in Margin Lending (GWM Adviser Services Ltd trading as Advice Education, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Mary-Louise McCarthy here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Mary-Louise McCarthy a registered financial adviser?
Yes. Mary-Louise McCarthy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005430.
Which licensee does Mary-Louise McCarthy work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Mary-Louise McCarthy give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.