Andrew Francis Macdonald – Financial Adviser
Adviser identifying number: 1237776
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: SNELLEMAN TOM FINANCIAL SERVICES PTY. LTD.
Licence number: 239166
Licensee’s ABN: 97064306010
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SNELLEMAN TOM FINANCIAL SERVICES PTY. LTD.
Authorised Representative identifying number: 239166
Authorised Representative’s ABN: 97064306010
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:
- 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
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Andrew Francis Macdonald 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