Financial Adviser · HAMILTON, QLD

Tobias Ian Mckay

HAMILTON, QLD
18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000332855
Currently at
Hamilton, QLD (firm address)

About Tobias Ian Mckay

Tobias Ian Mckay is a financial adviser based in Hamilton, Queensland, with 18 years of experience in the financial services industry since 2008. Tobias is currently authorised under Hindsight Group. Tobias holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tobias's qualifications include a Bachelor of Business(Financial Planning) from RMIT.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2008
Diploma of Financial Services (Financial Planning) FNS50804
Kaplan
2010
Advanced Diploma of Financial Services (Financial Planning) FNS60404
IIT
2016
Bachelor of Business(Financial Planning)
RMIT
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Dec 2021 - Present Current
AFFINIA FINANCIAL ADVISERS PTY LTD
Sep 2016 - Dec 2021 Ceased
May 2015 - Sep 2016 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Sep 2011 - Mar 2014 Ceased
STRATEGIC PLANNING PARTNERS PTY LTD
Jan 2011 - Aug 2011 Ceased
WEALTHSURE PTY LTD
Dec 2008 - Jan 2011 Ceased

Source: ASIC Financial Advisers Register