Simon McDonald
Financial Adviser in East Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000313664
- Location
- East Geelong VIC 3219
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 4 January 2008
- First provided advice
- 2002
- Qualifications
- Bachelor of Commerce (Finance, Marketing and Financial Planning), Deakin University (2001); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2018); MAI769 Ethics for Financial Services, Deakin University (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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon McDonald
Simon McDonald is listed on ASIC’s Financial Advisers Register as a current financial adviser based in East Geelong, Victoria (adviser number 000313664).
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 4 January 2008.
The register records 2002 as the year Simon first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Finance, Marketing and Financial Planning) (Deakin University, 2001), Certified Financial Planner (Financial Planning Association of Australia (FPA), 2018) and MAI769 Ethics for Financial Services (Deakin University, 2022). Simon is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Simon McDonald a registered financial adviser?
Yes. Simon McDonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000313664.
Which licensee does Simon McDonald work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Simon 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."