Andrew Francis Macdonald
Financial Adviser in Fortitude Valley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001237776
- Location
- Fortitude Valley QLD 4006
- Licensee
- Snelleman Tom Financial Services Pty. Ltd. (AFSL 239166)
- Authorised since
- 1 December 2015
- First provided advice
- 2008
- Qualifications
- Master of Commerce (Applied Finance), University of Queensland (2004); Graduate Diploma of Financial Planning (Historical SIA/FINSIA), Kaplan Higher Education Pty Ltd (2008); Certificate, KAPLAN (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Francis Macdonald
Andrew Francis Macdonald is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Fortitude Valley, Queensland (adviser number 001237776).
Advice is given under the Australian financial services licence of Snelleman Tom Financial Services Pty. Ltd., licence number 239166. The current authorisation started on 1 December 2015.
The register records 2008 as the year Andrew first provided financial advice. Qualifications and training on file include Master of Commerce (Applied Finance) (University of Queensland, 2004), Graduate Diploma of Financial Planning (Historical SIA/FINSIA) (Kaplan Higher Education Pty Ltd, 2008) and Certificate (KAPLAN, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Andrew Francis Macdonald a registered financial adviser?
Yes. Andrew Francis Macdonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001237776.
Which licensee does Andrew Francis Macdonald work under?
Snelleman Tom Financial Services Pty. Ltd., Australian financial services licence 239166.
What can Andrew Francis Macdonald give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.