Rhys Macdonald
Financial Adviser in Willetton, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001252808
- Location
- Willetton WA 6155
- Licensee
- Mentor Financial Services (WA) Pty Ltd (AFSL 552265)
- Authorised since
- 15 December 2023
- First provided advice
- 2011
- Qualifications
- Bachelor Degree, Curtin University of Technology (2009); Bachelor of Commerce, Curtin University (2010); Diploma, Kaplan Professional (2010); Diploma of Financial Services (Financial Planning), Kaplan (2011); SMSF Online Training, Super Concepts (2022)
- 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 Rhys Macdonald
Rhys Macdonald is a financial adviser in Willetton, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001252808.
The licensee Rhys advises under is Mentor Financial Services (WA) Pty Ltd (AFS licence 552265). The current authorisation started on 15 December 2023.
The register records 2011 as the year Rhys first provided financial advice. The qualifications listed for Rhys include Bachelor Degree (Curtin University of Technology, 2009), Bachelor of Commerce (Curtin University, 2010) and Diploma (Kaplan Professional, 2010).
Rhys is authorised to advise 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 Rhys Macdonald a registered financial adviser?
Yes. Rhys Macdonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001252808.
Which licensee does Rhys Macdonald work under?
Mentor Financial Services (WA) Pty Ltd, Australian financial services licence 552265.
What can Rhys Macdonald 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.