Tracey Mcdonald – Financial Adviser
Adviser identifying number: 1000453
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: ADVISER NETWORK PTY LTD
Licence number: 232729
Licensee’s ABN: 25056310699
Licence controlled by: LINK ADMINISTRATION HOLDINGS LIMITED ~ LINK DIGITAL SOLUTIONS PTY LIMITED ~ LONSEC FISCAL HOLDINGS PTY LTD [Date Ceased: 15/06/2017]
The date the Financial Adviser commenced the appointment: 02/12/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CLUB PLUS FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 367058
Authorised Representative’s ABN: 14143636766
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: Certified Financial Planner – Financial Planning Association
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Tracey Mcdonald 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
- Securities
- Superannuation