Marissa McDonald
Financial Adviser in Murwillumbah, New South Wales, Australia
Review Marissa McDonald
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000339027
- Location
- Murwillumbah NSW 2484
- Licensee
- Loyalty Financial Services Pty Ltd (AFSL 227096)
- Authorised since
- 31 August 2023
- First provided advice
- 2009
- Qualifications
- Derivities and Securities, AAMC (2009); Diploma Financial Services, AAMC (2009); Life Insurance Skill Set, AAMC (2009); Super and Managed Funds, AAMC (2009)
- 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
- Restriction
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Marissa McDonald
Marissa McDonald is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Murwillumbah, New South Wales (adviser number 000339027).
Marissa provides advice as an authorised representative of Loyalty Financial Services Pty Ltd, which holds Australian financial services licence 227096. That authorisation dates from 31 August 2023.
According to the register, Marissa first provided financial advice in 2009. Qualifications and training on file include Derivities and Securities (AAMC, 2009), Diploma Financial Services (AAMC, 2009) and Life Insurance Skill Set (AAMC, 2009). 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.
A further restriction is recorded on the register: “Not SMSF.”
Reviews
Nobody has reviewed Marissa McDonald here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Marissa McDonald a registered financial adviser?
Yes. Marissa McDonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000339027.
Which licensee does Marissa McDonald work under?
Loyalty Financial Services Pty Ltd, Australian financial services licence 227096.
What can Marissa 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. It also records this restriction: "Not SMSF."