Robert Lee Mcdonald – Financial Adviser
Adviser identifying number: 312359
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: SENTINEL PRIVATE WEALTH PTY LTD
Licence number: 344762
Licensee’s ABN: 45141149304
Licence controlled by:
The date the Financial Adviser commenced the appointment: 13/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SENTINEL PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 344762
Authorised Representative’s ABN: 45141149304
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:
- Advanced Diploma of Financial Services (Financial Planning) – International Institute of Technology Pty Ltd (IIT)
- Certificate IV Financial Services (Finance/Mortgage Broking) – Kaplan Professional
- Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Self Managed Superannuation Funds – International Institute of Technology
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Robert Lee 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility