Andrew Geoffrey Malcom Mcdonald – Financial Adviser
Adviser identifying number: 1243928
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: MERIT WEALTH PTY LTD
Licence number: 409361
Licensee’s ABN: 89125557002
Licence controlled by: EASTON INVESTMENTS LIMITED
The date the Financial Adviser commenced the appointment: 30/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIT WEALTH PTY LTD
Authorised Representative identifying number: 409361
Authorised Representative’s ABN: 89125557002
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:
- Bachelor of Commerce in Banking & Finance – University of Canberra
- Graduate Certificate in Financial Planning – Securities Institute
- SMSF Specialisation Course – UNSW
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Andrew Geoffrey Malcom Mcdonald is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Superannuation