William Michael McGee
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000226380
- Location
- Melbourne VIC 3004
- Licensee
- Bridgewood Private Wealth Pty Ltd (AFSL 389100)
- Authorised since
- 16 May 2018
- First provided advice
- 2002
- Qualifications
- Advanced Diploma, Financial Planning Association via Deakin University (2002); Graduate Diploma of Financial Planning, Kaplan (2023)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 William Michael McGee
William Michael McGee is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000226380).
William provides advice as an authorised representative of Bridgewood Private Wealth Pty Ltd, which holds Australian financial services licence 389100. The current authorisation started on 16 May 2018.
According to the register, William first provided financial advice in 2002. The qualifications listed for William include Advanced Diploma (Financial Planning Association via Deakin University, 2002) and Graduate Diploma of Financial Planning (Kaplan, 2023). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
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.
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Questions people ask
Is William Michael McGee a registered financial adviser?
Yes. William Michael McGee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000226380.
Which licensee does William Michael McGee work under?
Bridgewood Private Wealth Pty Ltd, Australian financial services licence 389100.
What can William Michael McGee 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.