Kathryn Claire McDonald
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000444059
- Location
- Perth WA 6000
- Licensee
- Private Wealth Architects Pty Ltd (AFSL 482926)
- Authorised since
- 9 September 2024
- First provided advice
- 2013
- Qualifications
- Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy Pty Ltd (2014); Bachelor of Business, Swinburne Institute of Technology (2016); Certified Financial Planner, FAAA (2021); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021); Exam Standard Qualification, FASEA Standards Authority (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
- Tax (financial) advice
- Yes
- Register status
- Current
About Kathryn Claire McDonald
Kathryn Claire McDonald is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Perth, Western Australia (adviser number 000444059).
Advice is given under the Australian financial services licence of Private Wealth Architects Pty Ltd, licence number 482926. The current authorisation started on 9 September 2024.
The register records 2013 as the year Kathryn first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Planning (Pinnacle Financial Services Academy Pty Ltd, 2014), Bachelor of Business (Swinburne Institute of Technology, 2016) and Certified Financial Planner (FAAA, 2021). 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 Kathryn Claire McDonald a registered financial adviser?
Yes. Kathryn Claire McDonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000444059.
Which licensee does Kathryn Claire McDonald work under?
Private Wealth Architects Pty Ltd, Australian financial services licence 482926.
What can Kathryn Claire McDonald 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.