HomeFinancial AdvisersRobert Lee Mcdonald – Financial Adviser

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
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
Contact phone number:
Working hours:

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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:

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