Susan Officer Mcdonald – Financial Adviser

Adviser identifying number: 1004758
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: PHILLIP CAPITAL LIMITED
Licence number: 246827
Licensee’s ABN: 14002918247
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PHILLIP CAPITAL LIMITED
Authorised Representative identifying number: 000246827
Authorised Representative’s ABN: 14002918247

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:

• Bachelor of Arts – Melbourne University
• Certificate of Financial Markets – Securities Institute of Australia
• Certificate of Superannuation Management – Association of Superannuation Fund of Australia (ASFA)
• Financial Planning Principles and Practice – Securities Institute of Australia
• PS 146 – Godfathered

Relevant memberships of professional bodies or industry associations: Financial Services Institute of Australasia

Susan Officer Mcdonald is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation