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