ROBERT LEE MCDONALD (Adviser# 000312359) 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 May 31, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ROBERT LEE MCDONALD |
| Adviser Number | 000312359 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000505615 ETHICAL PLANNERS PTY LTD |
| Adviser Start Date | 2018-05-31 |
| Appointing Representative Name | ETHICAL PLANNERS PTY LTD |
| Appointing Representative Number | 000505615 |
| Memberships |
Financial Planning Association of Australia (FPA) Queensland Justice Association Registered Commissioner for Declarations |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | International Institute of Technology Pty Ltd (IIT) |
| Diploma of Finance & Mortgage Broking | International Institute of Technology (IIT) |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Margin Lending & Geared Investments | Kaplan Professional |
| Self Managed Superannuation Funds | International Institute of Technology |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000505615 | ETHICAL PLANNERS PTY LTD | 2018-05-31 - | ETHICAL PLANNERS PTY LTD |
| 000431915 | SOLAR FINANCIAL ADVISORY PTY LTD | 2018-04-06 - 2018-05-30 | FUTURE LIFE PLAN PTY LTD |
| 000344762 | SENTINEL PRIVATE WEALTH PTY LTD | 2015-08-13 - 2018-04-05 | SENTINEL PRIVATE WEALTH PTY LTD |
| 000234656 |
IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives. |
2013-10-29 - 2015-03-27 | IPAC SECURITIES LIMITED |
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2007-04-17 - 2010-07-26 |
| Licence Name | ETHICAL PLANNERS PTY LTD |
| Licence Number | 000505615 |
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| 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.