HomeFinancial AdvisersStephen Macdonald – Financial Adviser

Stephen Macdonald – Financial Adviser

Adviser identifying number: 419889
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: 04/04/2012
The date the Financial Adviser ceased the appointment: 14/11/2014
Name of the Authorised Representative: STEPHEN MACDONALD
Authorised Representative identifying number: 000419889
Authorised Representative’s ABN:

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 Financial Planning & Investment – Griffith University
  • Diploma of Financial Services (Financial Planning) – AMP Financial Services

Relevant memberships of professional bodies or industry associations:

Stephen Macdonald is authorised to provide advices on following products:

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