Kristy Louise Macdonald – Financial Adviser
Adviser identifying number: 236040
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: ADVICE EVOLUTION PTY LTD
Licence number: 342880
Licensee’s ABN: 66137858023
Licence controlled by:
The date the Financial Adviser commenced the appointment: 28/10/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADVICE EVOLUTION PTY LTD
Authorised Representative identifying number: 342880
Authorised Representative’s ABN: 66137858023
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:
- Advance Diploma of Financial Services – FPA
- CFP – FPA
- ICFS Specialist SMSF – Cavendish-Uni of Adelaide
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Kristy Louise 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