Financial Adviser
· NORTH WOLLONGONG, NSW
Kevin William Mcdonald
No disciplinary history on record with ASIC
NORTH WOLLONGONG,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000467171
Kevin William Mcdonald is a financial adviser based in North Wollongong, New South Wales, with 12 years of experience in the financial services industry since 2014. Kevin is currently authorised under Consultum Financial Advisers. Kevin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kevin's qualifications include a 5 unit CFP Certification Program from Financial Planning Association of Australia. Kevin 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
2010
Bachelor of Commerce (Finance and Economics)
The University of Wollongong
2012
Diploma of Financial Planning
Kaplan Professional Education
2013
Advanced Diploma Financial Planning
Kaplan Professional Education
2015
5 unit CFP Certification Program
Financial Planning Association of Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education