Kevin William McDonald
Financial Adviser in North Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000467171
- Location
- North Wollongong NSW 2500
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce (Finance and Economics), The University of Wollongong (2010); Diploma of Financial Planning, Kaplan Professional Education (2012); Advanced Diploma Financial Planning, Kaplan Professional Education (2013); 5 unit CFP Certification Program, Financial Planning Association of Australia (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Kevin William McDonald
On the Financial Advisers Register kept by ASIC, Kevin William McDonald appears as a current financial adviser in North Wollongong, New South Wales, adviser number 000467171.
The licensee Kevin advises under is Consultum Financial Advisers Pty Ltd (AFS licence 230323). The current authorisation started on 1 June 2021.
The register records 2014 as the year Kevin first provided financial advice. The qualifications listed for Kevin include Bachelor of Commerce (Finance and Economics) (The University of Wollongong, 2010), Diploma of Financial Planning (Kaplan Professional Education, 2012) and Advanced Diploma Financial Planning (Kaplan Professional Education, 2013). Kevin 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 Kevin William McDonald a registered financial adviser?
Yes. Kevin William McDonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000467171.
Which licensee does Kevin William McDonald work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Kevin William 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; standard margin lending.