ANDREW FRANCIS MACDONALD


Licensee: SNELLEMAN TOM FINANCIAL SERVICES PTY. LTD.

ANDREW FRANCIS MACDONALD (Adviser# 001237776) 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 December 1, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANDREW FRANCIS MACDONALD
Adviser Number 001237776
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000239166
SNELLEMAN TOM FINANCIAL SERVICES PTY. LTD.
Licence ABN 97064306010
Adviser Start Date 2015-12-01
Appointing Representative Name SNELLEMAN TOM FINANCIAL SERVICES PTY. LTD.
Appointing Representative Number 000239166
Appointing Representative ABN 97064306010
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • ANDREW FRANCIS MACDONALD
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Certificate Margin Lending and Geared Investments - Kaplan
Certificate Self Managed Superannuation Funds - Kaplan
Graduate Diploma of Financial Planning FINSIA
Master of Commerce (Applied Finance) University of Queensland

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000239166 SNELLEMAN TOM FINANCIAL SERVICES PTY. LTD. 2015-12-01 - SNELLEMAN TOM FINANCIAL SERVICES PTY. LTD.
000221896 CUA MANAGEMENT PTY LTD 2013-09-01 - 2014-07-01
000241177 MAINVIEW SECURITIES PTY. LTD. 2008-09-23 - 2011-02-18 ANDREW FRANCIS MACDONALD

Licensee Information

Licence Name SNELLEMAN TOM FINANCIAL SERVICES PTY. LTD.
Licence Number 000239166
Licence ABN 97064306010

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MICHAEL ROBERT BARRETT Snelleman Tom Financial Services Pty. Ltd. Current 2018-04-03
SCOTT ERICH FRANK ADAMS Snelleman Tom Financial Services Pty. Ltd. Current 2017-05-15
JOHN DRAKAKIS Snelleman Tom Financial Services Pty. Ltd. Current 2017-05-15
MARTIN JOSEPH KERRIGAN Snelleman Tom Financial Services Pty. Ltd. Current 2017-05-12
PETRINA MAREE STAMOS Snelleman Tom Financial Services Pty. Ltd. Ceased 2016-12-19

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MICHAEL ROBERT BARRETT Snelleman Tom Financial Services Pty. Ltd. Current 2018-04-03
SCOTT ERICH FRANK ADAMS Snelleman Tom Financial Services Pty. Ltd. Current 2017-05-15
JOHN DRAKAKIS Snelleman Tom Financial Services Pty. Ltd. Current 2017-05-15
MARTIN JOSEPH KERRIGAN Snelleman Tom Financial Services Pty. Ltd. Current 2017-05-12
PETRINA MAREE STAMOS Snelleman Tom Financial Services Pty. Ltd. Ceased 2016-12-19

Competitor

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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.