Financial Adviser
· BATHURST, NSW
Ronald John Mccumstie
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000516
Ronald John Mccumstie is a financial adviser based in Bathurst, New South Wales, with 22 years of experience in the financial services industry. Ronald is currently authorised under Mba Wealth Solutions Pty Ltd. Ronald holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FPA. Ronald is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Business (Accounting/Marketing)
Charles Sturt University
2002
Certified Practising Accountant
CPA
2004
Diploma of Financial Planning
FPA
2006
Specialist in Financial Planning
CPA
2008
Certified Financial Planner
FPA