Sarah McDonald
Financial Adviser in Wangaratta, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242860
- Location
- Wangaratta VIC 3677
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Planning (DFP 1-8), Financial Planning Association (FPA) (2004); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2007); RG146 Margin Lending, MLC ThreeSixty (2011); Bridging Course, Kaplan Professional (2022)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Sarah McDonald
On the Financial Advisers Register kept by ASIC, Sarah McDonald appears as a current financial adviser in Wangaratta, Victoria, adviser number 000242860.
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. The current authorisation started on 1 June 2021.
The register records 2003 as the year Sarah first provided financial advice. The qualifications listed for Sarah include Diploma of Financial Planning (DFP 1-8) (Financial Planning Association (FPA), 2004), Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2007) and RG146 Margin Lending (MLC ThreeSixty, 2011). Sarah is recorded as a member of Financial Advice Association of Australia (FAAA).
Sarah is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sarah McDonald a registered financial adviser?
Yes. Sarah McDonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242860.
Which licensee does Sarah McDonald work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Sarah 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; standard margin lending.