Financial Adviser
· EAST GOSFORD, NSW
Donald Alexander Mcrae
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000423683
Donald Alexander Mcrae is a financial adviser based in East Gosford, New South Wales, with 15 years of experience in the financial services industry. Donald is currently authorised under Big Picture Financial Services Pty Ltd. Donald 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 Graduate Diploma of Financial Planning from Deakin University. Donald 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
2013
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy Pty Ltd
2020
MAA728 Financial Behaviour and Decision Making (Credit/Exemption)
Behavioural Finance - Deakin University
2020
MAA769 Ethics for Financial Services
Ethics - Deakin University
2021
Graduate Diploma of Financial Planning
Deakin University
2021
MLC714 Financial Advice Regulation
Regulation & Legal Obligations - Deakin University
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register