KRISTY LOUISE MACDONALD

Licensee: ADVICE EVOLUTION PTY LTD

KRISTY LOUISE MACDONALD (Adviser# 000236040) 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 October 28, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name KRISTY LOUISE MACDONALD
Adviser Number 000236040
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000342880
ADVICE EVOLUTION PTY LTD
Licence ABN 66137858023
Adviser Start Date 2015-10-28
Appointing Representative Name ADVICE EVOLUTION PTY LTD
Appointing Representative Number 000342880
Appointing Representative ABN 66137858023
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • KRISTY LOUISE 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
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advance Diploma of Financial Services FPA
CFP FPA
ICFS Specialist SMSF Cavendish-Uni of Adelaide

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000342880 ADVICE EVOLUTION PTY LTD 2015-10-28 - ADVICE EVOLUTION PTY LTD
000225982 AUSTRALIAN PLANNING SERVICES PTY LTD
Licence controlled by: HEINE BROTHERS PTY LTD ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 09/11/2017] ~ Michael Max HEINE
2011-04-20 - 2015-10-27 AUSTRALIAN PLANNING SERVICES PTY LTD
000231138 FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2003-09-01 - 2011-04-19 KRISTY LOUISE MACDONALD

Licensee Information

Licence Name ADVICE EVOLUTION PTY LTD
Licence Number 000342880
Licence ABN 66137858023

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LUKE MUIR Advice Evolution Pty Ltd Current 2018-06-29
WIJAYANANDA TIKIRI BANDARA Advice Evolution Pty Ltd Current 2018-06-27
SPENCER MADHANAYAKE Advice Evolution Pty Ltd Current 2018-06-27
KEVIN BELLET Advice Evolution Pty Ltd Current 2018-06-27
CESARE VERNA Advice Evolution Pty Ltd Current 2018-06-22
NATHAN SCOTT IDE Advice Evolution Pty Ltd Current 2018-06-21
MILUTIN PETROVIC Advice Evolution Pty Ltd Current 2018-04-23
TONY CICCHINELLI Advice Evolution Pty Ltd Current 2018-03-23
STEVEN PUTT Advice Evolution Pty Ltd Current 2018-02-05
LEAH FLORIMO Advice Evolution Pty Ltd Current 2018-01-08

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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.