Donald Alexander McRae
Financial Adviser in East Gosford, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000423683
- Location
- East Gosford NSW 2250
- Licensee
- Big Picture Financial Services Pty Ltd (AFSL 541336)
- Authorised since
- 16 February 2023
- First provided advice
- 2011
- Qualifications
- Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy Pty Ltd (2013); MAA728 Financial Behaviour and Decision Making (Credit/Exemption), Deakin University (2020); MAA769 Ethics for Financial Services, Deakin University (2020); Graduate Diploma of Financial Planning, Deakin University (2021); MLC714 Financial Advice Regulation, Deakin University (2021)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Donald Alexander McRae
Donald Alexander McRae is listed on ASIC’s Financial Advisers Register as a current financial adviser based in East Gosford, New South Wales (adviser number 000423683).
Donald provides advice as an authorised representative of Big Picture Financial Services Pty Ltd, which holds Australian financial services licence 541336. That authorisation dates from 16 February 2023.
The register records 2011 as the year Donald first provided financial advice. The qualifications listed for Donald include Advanced Diploma of Financial Planning (Pinnacle Financial Services Academy Pty Ltd, 2013), MAA728 Financial Behaviour and Decision Making (Credit/Exemption) (Deakin University, 2020) and MAA769 Ethics for Financial Services (Deakin University, 2020). Donald is recorded as a member of 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Donald Alexander McRae a registered financial adviser?
Yes. Donald Alexander McRae is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000423683.
Which licensee does Donald Alexander McRae work under?
Big Picture Financial Services Pty Ltd, Australian financial services licence 541336.
What can Donald Alexander McRae 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; standard margin lending.