Peter L McDonald
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249477
- Location
- Perth WA 6000
- Licensee
- Picture Wealth Advisory Pty Ltd (AFSL 530789)
- Authorised since
- 9 February 2022
- First provided advice
- 1997
- Qualifications
- Bachelor of Business (Accounting), Edith Cowan University (ECU) (1992); Diploma of Financial Planning, FPA (2000)
- Memberships
- CFP - Certified Financial Planner (FPA); 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 Authorised in Margin Lending.
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter L McDonald
Peter L McDonald is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Perth, Western Australia (adviser number 000249477).
The licensee Peter advises under is Picture Wealth Advisory Pty Ltd (AFS licence 530789). The current authorisation started on 9 February 2022.
The register records 1997 as the year Peter first provided financial advice. The qualifications listed for Peter include Bachelor of Business (Accounting) (Edith Cowan University (ECU), 1992) and Diploma of Financial Planning (FPA, 2000). Peter is recorded as a member of CFP – Certified Financial Planner (FPA) and 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.
The register adds a condition to this authorisation: “Not Authorised in Margin Lending.”
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Questions people ask
Is Peter L McDonald a registered financial adviser?
Yes. Peter L McDonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249477.
Which licensee does Peter L McDonald work under?
Picture Wealth Advisory Pty Ltd, Australian financial services licence 530789.
What can Peter L 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 Authorised in Margin Lending."