Financial Adviser
· RUSHCUTTERS BAY, NSW
Peter Lindsay Mcdonagh
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001301028
Peter Lindsay Mcdonagh is a financial adviser based in Rushcutters Bay, New South Wales, with 3 years of experience in the financial services industry. Peter is currently authorised under Rivkin Wealth Advisors Pty Ltd. Peter 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 UNSW.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Commerce
UNSW
2022
Graduate Diploma of Financial Planning
Kaplan
Registration History
1) The Authorised Representative is not authorised to provide the following services: a) provide Financial Product Advice to clients in respect of any Financial Product not listed on Authorisations immediately above on this form; b) provide Financial Product Advice to clients in respect of any crypto-assets; c) deal in any financial product; d) provide Tax (Financial Advice), unless they satisfy the education and training requirements to be appointed as a 'qualified tax relevant provider' ;e) recommend, or be seen to recommend, specific Financial Products.
Source: ASIC Financial Advisers Register