Thomas Oliver McDonald
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000408133
- Location
- Sydney NSW 2000
- Licensee
- Cardena Financial Services Pty Ltd (AFSL 700020)
- Authorised since
- 19 July 2025
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce with Bachelor of Laws, The Australian National University (2008); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2011); Certified Financial Planner, Financial Advice Association of Australia Limited (2014); ALPA, Kaplan Higher Education Pty Limited (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Thomas Oliver McDonald
On the Financial Advisers Register kept by ASIC, Thomas Oliver McDonald appears as a current financial adviser in Sydney, New South Wales, adviser number 000408133.
The licensee Thomas advises under is Cardena Financial Services Pty Ltd (AFS licence 700020). That authorisation dates from 19 July 2025.
According to the register, Thomas first provided financial advice in 2011. The qualifications listed for Thomas include Bachelor of Commerce with Bachelor of Laws (The Australian National University, 2008), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2011) and Certified Financial Planner (Financial Advice Association of Australia Limited, 2014). Thomas is recorded as a member of Financial Advice Association of Australia (FAAA).
Thomas is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Thomas Oliver McDonald a registered financial adviser?
Yes. Thomas Oliver McDonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000408133.
Which licensee does Thomas Oliver McDonald work under?
Cardena Financial Services Pty Ltd, Australian financial services licence 700020.
What can Thomas Oliver 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.