Wesley James McRae
Financial Adviser in Toowoomba, Queensland, Australia
Review Wesley James McRae
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 number000249147
- Location
- Toowoomba QLD 4350
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 27 September 2019
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2017); Tier 1 Managed Investments, Kaplan Professional (2017); Tier 1 Securities, Kaplan Professional (2017); Advanced Diploma of Financial Planning, Kaplan Professional (2018); Self Managed Superannuation Funds, Kaplan Professional (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Wesley James McRae
Wesley James McRae is a financial adviser in Toowoomba, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000249147.
The licensee Wesley advises under is Infocus Securities Australia Pty Ltd (AFS licence 236523). The current authorisation started on 27 September 2019.
According to the register, Wesley first provided financial advice in 2004. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional, 2017), Tier 1 Managed Investments (Kaplan Professional, 2017) and Tier 1 Securities (Kaplan Professional, 2017).
Wesley is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Wesley James McRae here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Wesley James McRae a registered financial adviser?
Yes. Wesley James McRae is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249147.
Which licensee does Wesley James McRae work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Wesley James McRae 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.