Kerry McDonald
Financial Adviser in Swan Hill, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263204
- Location
- Swan Hill VIC 3585
- Licensee
- Wealth Advice Services Pty Ltd (AFSL 451703)
- Authorised since
- 28 February 2022
- First provided advice
- 1996
- Qualifications
- Bachelor of Business (Accounting), Swinburne (1981); Financial Planning Certificate, CPA (1990); Certified Financial Planner, Financial Planning Association (1999); Self Managed Superannuation Fund accreditation, Tribeca (2004); Margin Lending and Geared Investments, Kaplan (2010); ASX Accredited Listed Product Advisor Program, Kaplan (2017); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- CPA Australia (CPA); Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Kerry McDonald
Kerry McDonald is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Swan Hill, Victoria (adviser number 000263204).
The licensee Kerry advises under is Wealth Advice Services Pty Ltd (AFS licence 451703). That authorisation dates from 28 February 2022.
According to the register, Kerry first provided financial advice in 1996. Qualifications and training on file include Bachelor of Business (Accounting) (Swinburne, 1981), Financial Planning Certificate (CPA, 1990) and Certified Financial Planner (Financial Planning Association, 1999). Professional memberships recorded: CPA Australia (CPA) and Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, government debentures, stocks and bonds and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kerry McDonald a registered financial adviser?
Yes. Kerry McDonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263204.
Which licensee does Kerry McDonald work under?
Wealth Advice Services Pty Ltd, Australian financial services licence 451703.
What can Kerry McDonald give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.