Financial Adviser
· MOSMAN, NSW
Joanne Vanessa Mckay
No disciplinary history on record with ASIC
MOSMAN,
NSW
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000319644
Joanne Vanessa Mckay is a financial adviser based in Mosman, New South Wales, with 28 years of experience in the financial services industry since 1998. Joanne is currently authorised under Minchin Moore Private Wealth. Joanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joanne's qualifications include a Certified Financial Planner from Financial Advice Association of Australia Ltd. Joanne is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Certificate in Financial Markets
Securities Institute Australia
1999
Diploma in Financial Markets
Securities Institute Australia
2002
Diploma of Financial Planning
Financial Advice Association of Australia Ltd
2003
Certified Financial Planner
Financial Advice Association of Australia Ltd
Registration History
WEALTH LEADERSHIP SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register