Robert Lee Mcdonald – Financial Adviser
Adviser identifying number: 312359
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence number: 326450
Licensee’s ABN: 59130288578
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 17/04/2007
The date the Financial Adviser ceased the appointment: 26/07/2010
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:
- Advanced Diploma of Financial Services (Financial Planning) – International Institute of Technology Pty Ltd (IIT)
- Certificate IV Financial Services (Finance/Mortgage Broking) – Kaplan Professional
- Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Self Managed Superannuation Funds – International Institute of Technology
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Robert Lee Mcdonald is authorised to provide advices on following products: