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