Financial Adviser
· CARLTON, VIC
Jonathan Frank Mcwhae
No disciplinary history on record with ASIC
CARLTON,
VIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263618
About Jonathan Frank Mcwhae
Jonathan Frank Mcwhae is a financial adviser based in Carlton, Victoria, with 16 years of experience in the financial services industry since 2010. Jonathan is currently authorised under Grimsey Wealth. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathan's qualifications include a Certified Financial Planner from Financial Planning Association. Jonathan is a member of Institute of Financial Accountants and Institute of Public Accountants (IPA).
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
1995
Bachelor of Arts
Murdoch University
1995
Bachelor of Commerce (Accounting)
Murdoch University
2006
Graduate Diploma of Financial Planning
Finsia Pty Ltd
2009
Certified Financial Planner
Financial Planning Association
2010
Certified Practicing Accountant
CPA Australia
2012
Chartered Tax Adviser
The Tax Institute
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional