Financial Adviser · BURLEIGH HEADS, QLD

Robert Lee Mcdonald

BURLEIGH HEADS, QLD

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000312359

Currently at

Ethical Planners

Burleigh Heads, QLD (firm address)

View firm profile

Robert Lee Mcdonald is a financial adviser based in Burleigh Heads, Queensland, with 19 years of experience in the financial services industry since 2007. Robert is currently authorised under Ethical Planners. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from International Institute of Technology Pty Ltd (IIT). Robert is a member of Queensland Justice Association and Registered Commissioner for Declarations.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2010

Margin Lending & Geared Investments

Kaplan Professional

2012

Advanced Diploma of Financial Services (Financial Planning)

International Institute of Technology Pty Ltd (IIT)

2014

Self Managed Superannuation Funds

International Institute of Technology

2017

Diploma of Finance & Mortgage Broking

International Institute of Technology (IIT)

Registration History

Ethical Planners Pty Ltd

May 2018 - Present Current

SOLAR FINANCIAL ADVISORY PTY LTD

Apr 2018 - May 2018 Ceased

SENTINEL PRIVATE WEALTH PTY LTD

Aug 2015 - Apr 2018 Ceased

Psk Advisory Services Pty Ltd

Oct 2013 - Mar 2015 Ceased

One off licensee approval is required for products which are either not on the approved product list or Derivatives.

ACN 130 288 578 PTY LTD

Apr 2007 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register