DONALD CHARLES MCTAGGART

Licensee: PRIMARY FINANCIAL SERVICES PTY LTD

DONALD CHARLES MCTAGGART (Adviser# 000298483) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is September 22, 2009.

Adviser Overview

Register Name Financial Advisers
Adviser Name DONALD CHARLES MCTAGGART
Adviser Number 000298483
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2006
Financial Service (AFS) Licence Licence# 000338360
PRIMARY FINANCIAL SERVICES PTY LTD
Licence ABN 37136347610
Adviser Start Date 2009-09-22
Appointing Representative Name PRIMARY FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000338360
Appointing Representative ABN 37136347610

Authorisations to provide financial product advice

  • DONALD CHARLES MCTAGGART
  • ·
  • Derivative Grain
  • ·
  • Foreign Exchange
  • ·
  • Securities

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Agricultural Business & Marketing Curtin
PS146 Derivatives - FinSIA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000338360 PRIMARY FINANCIAL SERVICES PTY LTD 2009-09-22 - PRIMARY FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name PRIMARY FINANCIAL SERVICES PTY LTD
Licence Number 000338360
Licence ABN 37136347610

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MAE THERESE CONNELLY Primary Financial Services Pty Ltd Current 2011-06-27
RYAN DAVID DUANE Primary Financial Services Pty Ltd Current 2011-06-27

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MAE THERESE CONNELLY Primary Financial Services Pty Ltd Current 2011-06-27
RYAN DAVID DUANE Primary Financial Services Pty Ltd Current 2011-06-27

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.