Ronald John McCumstie
Financial Adviser in Bathurst, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000516
- Location
- Bathurst NSW 2795
- Licensee
- Mba Wealth Solutions Pty Ltd (AFSL 240689)
- Authorised since
- 10 September 2004
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Accounting/Marketing), Charles Sturt University (1996); Certified Practising Accountant, CPA (2002); Diploma of Financial Planning, FPA (2004); Specialist in Financial Planning, CPA (2006); Certified Financial Planner, FPA (2008)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 Ronald John McCumstie
Ronald John McCumstie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bathurst, New South Wales (adviser number 001000516).
Advice is given under the Australian financial services licence of Mba Wealth Solutions Pty Ltd, licence number 240689. The current authorisation started on 10 September 2004.
According to the register, Ronald first provided financial advice in 2004. The qualifications listed for Ronald include Bachelor of Business (Accounting/Marketing) (Charles Sturt University, 1996), Certified Practising Accountant (CPA, 2002) and Diploma of Financial Planning (FPA, 2004). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Ronald is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Ronald John McCumstie a registered financial adviser?
Yes. Ronald John McCumstie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000516.
Which licensee does Ronald John McCumstie work under?
Mba Wealth Solutions Pty Ltd, Australian financial services licence 240689.
What can Ronald John McCumstie give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.