Adrian Alister Mcdonald – Financial Adviser

Adviser identifying number: 245046
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: MERITUM FINANCIAL GROUP PTY LTD
Licence number: 245569
Licensee’s ABN: 93106888215
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 18/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADVICE & INFORMATION PTY LTD
Authorised Representative identifying number: 001245226
Authorised Representative’s ABN: 14097895737

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Business (Accounting) – Central Queensland University
• Diploma of Financial Planning – Pinnacle
• Fellow of CPA Australia – CPA Australia
• Margin Lending – Kaplan
• Self Managed Super Fund Course – Cavendish

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• CPA Australia (CPA)
• Million Dollar Round Table (MDRT)

Adrian Alister Mcdonald is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• All Securities