Financial Adviser · MILTON, QLD

Scott Mcdonald

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000326573

Scott Mcdonald is a financial adviser based in Milton, Queensland, with 18 years of experience in the financial services industry. Scott is currently authorised under Count Financial Limited. Scott 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 Economics from Monash University. Scott is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

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

1985
Bachelor of Economics
Monash University
1988
Chartered Accountant
Chartered Accountants Australia New Zealand
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca (Kaplan Professional)
2006
Diploma of Financial Services (Financial Planning)
Tribeca (Kaplan Professional)
2010
Margin Lending & Geared Investments
Kaplan Professional

Registration History

Jun 2008 - Present Current

Source: ASIC Financial Advisers Register