Alan Mcdonald – Financial Adviser

Adviser identifying number: 1005199
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: ORD MINNETT LIMITED
Licence number: 237121
Licensee’s ABN: 86002733048
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 19/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT LIMITED
Authorised Representative identifying number: 000237121
Authorised Representative’s ABN: 86002733048

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:

• DFP 1: Introduction to Financial Planning – Financial Planning Association
• Deposit Products and Non-Cash payments – Financial Education Professionals
• Investment Planning 1 – Integratec
• Stock Markets & Products – Securities Institute of Australia

Relevant memberships of professional bodies or industry associations:

Alan Mcdonald is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility