HomeFinancial AdvisersAlan Mcdonald – Financial Adviser

Alan Mcdonald – Financial Adviser

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

Name of the licence holder: MACQUARIE EQUITIES LIMITED
Licence number: 237504
Licensee’s ABN: 41002574923
Licence controlled by: MACQUARIE GROUP LIMITED

The date the Financial Adviser commenced the appointment: 01/03/2004
The date the Financial Adviser ceased the appointment: 18/05/2017
Name of the Authorised Representative: MACQUARIE EQUITIES LIMITED
Authorised Representative identifying number: 000237504
Authorised Representative’s ABN: 41002574923

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:

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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:

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