Robert Lee McDonald
Financial Adviser in Burleigh Heads, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000312359
- Location
- Burleigh Heads QLD 4220
- Licensee
- Ethical Planners Pty Ltd (AFSL 505615)
- Authorised since
- 31 May 2018
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); Margin Lending & Geared Investments, Kaplan Professional (2010); Advanced Diploma of Financial Services (Financial Planning), International Institute of Technology Pty Ltd (IIT) (2012); Self Managed Superannuation Funds, International Institute of Technology (2014); Diploma of Finance & Mortgage Broking, International Institute of Technology (IIT) (2017)
- Memberships
- Queensland Justice Association; Registered Commissioner for Declarations
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Lee McDonald
Robert Lee McDonald is a financial adviser in Burleigh Heads, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000312359.
Advice is given under the Australian financial services licence of Ethical Planners Pty Ltd, licence number 505615. That authorisation dates from 31 May 2018.
According to the register, Robert first provided financial advice in 2007. The qualifications listed for Robert include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007), Margin Lending & Geared Investments (Kaplan Professional, 2010) and Advanced Diploma of Financial Services (Financial Planning) (International Institute of Technology Pty Ltd (IIT), 2012). Professional memberships recorded: Queensland Justice Association and Registered Commissioner for Declarations.
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.
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Questions people ask
Is Robert Lee McDonald a registered financial adviser?
Yes. Robert Lee McDonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000312359.
Which licensee does Robert Lee McDonald work under?
Ethical Planners Pty Ltd, Australian financial services licence 505615.
What can Robert Lee 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; retirement savings accounts; standard margin lending.