Scott McDonald
Financial Adviser in Milton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000326573
- Location
- Milton QLD 4064
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 2 June 2008
- First provided advice
- 2008
- Qualifications
- Bachelor of Economics, Monash University (1985); Chartered Accountant, Chartered Accountants Australia New Zealand (1988); Advanced Diploma of Financial Services (Financial Planning), Tribeca (Kaplan Professional) (2006); Diploma of Financial Services (Financial Planning), Tribeca (Kaplan Professional) (2006); Margin Lending & Geared Investments, Kaplan Professional (2010)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 Scott McDonald
Scott McDonald is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Milton, Queensland (adviser number 000326573).
Scott provides advice as an authorised representative of Count Financial Limited, which holds Australian financial services licence 227232. That authorisation dates from 2 June 2008.
According to the register, Scott first provided financial advice in 2008. The qualifications listed for Scott include Bachelor of Economics (Monash University, 1985), Chartered Accountant (Chartered Accountants Australia New Zealand, 1988) and Advanced Diploma of Financial Services (Financial Planning) (Tribeca (Kaplan Professional), 2006). Scott is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Scott 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 Scott McDonald a registered financial adviser?
Yes. Scott McDonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000326573.
Which licensee does Scott McDonald work under?
Count Financial Limited, Australian financial services licence 227232.
What can Scott 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.