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