Financial Adviser
· CHATSWOOD, NSW
Stuart James Mcdonald
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002627
Stuart James Mcdonald is a financial adviser based in Chatswood, New South Wales, with 19 years of experience in the financial services industry. Stuart is currently authorised under Consultum Financial Advisers Pty Ltd. Stuart 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 BACHELOR OF COMMERCE from UNIVERSITY OF OTAGO. Stuart is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
BACHELOR OF COMMERCE
UNIVERSITY OF OTAGO
2004
POST GRADUATE DIPLOMA IN COMMERCE
UNIVERSITY OF OTAGO
2008
Advanced Diploma Financial Services (Financial Planning) FNS60404
MLC ThreeSixty
2008
DIPLOMA FINANCIAL SERVICES (FINANCIAL PLANNING) FNS50804
QUANTUM FINANCIAL TRAINING
2012
RG146 Margin Lending
MLC ThreeSixty