Scott Antony McDonald
Financial Adviser in Wheelers Hill, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235840
- Location
- Wheelers Hill VIC 3150
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 7 April 2020
- First provided advice
- 1998
- Qualifications
- Advanced Diploma of Financial Services (Financial Services), Kaplan Professional (formerly Tribeca) (2006); Diploma of Financial Services (Financial Planning), Kaplan Professional (formerly Tribeca) (2006); Fellow Chartered Financial Practitioner, AFA (2017)
- Memberships
- AFA - Fellow Chartered Financial Practioner (FChFP); 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Scott Antony McDonald
Scott Antony McDonald is a financial adviser in Wheelers Hill, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000235840.
Advice is given under the Australian financial services licence of Personal Financial Services Ltd, licence number 234459. That authorisation dates from 7 April 2020.
The register records 1998 as the year Scott first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Services) (Kaplan Professional (formerly Tribeca), 2006), Diploma of Financial Services (Financial Planning) (Kaplan Professional (formerly Tribeca), 2006) and Fellow Chartered Financial Practitioner (AFA, 2017). Professional memberships recorded: AFA – Fellow Chartered Financial Practioner (FChFP) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Scott Antony McDonald a registered financial adviser?
Yes. Scott Antony McDonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235840.
Which licensee does Scott Antony McDonald work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Scott Antony McDonald 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.