Data sourced from ASIC Financial Advisers Register
Financial Adviser · MURWILLUMBAH, NSW

Marissa Mcdonald

17 Years experience
Tax advice
authorised
Currently at
Loyalty Financial Services Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000339027

Marissa Mcdonald is a financial adviser based in Murwillumbah, New South Wales, with 17 years of experience in the financial services industry. Marissa is currently authorised under Loyalty Financial Services Pty Ltd. Marissa 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 Diploma Financial Services from AAMC. Marissa 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

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2009
Derivities and Securities
AAMC
2009
Diploma Financial Services
AAMC
2009
Life Insurance Skill Set
AAMC
2009
Super and Managed Funds
AAMC

Registration History

Loyalty Financial Services Pty Ltd
Aug 2023 - Present Current
Not SMSF
NEXTGEN FINANCIAL GROUP PTY LTD
Dec 2019 - Aug 2023 Ceased
Excluding Self Managed Superannuation Funds & Standard Margin Lending
RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
Oct 2011 - Dec 2019 Ceased
This financial adviser is not authorised to give advice in SMSF.
AON HEWITT FINANCIAL ADVICE LIMITED
Jul 2009 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register