Financial Adviser
· MOUNTAIN CREEK, QLD
Lionel Shayne Wootton-mcdonald
No disciplinary history on record with ASIC
38
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000279579
Lionel Shayne Wootton-mcdonald is a financial adviser based in Mountain Creek, Queensland, with 38 years of experience in the financial services industry. Lionel is currently authorised under Lifespan Financial Planning Pty Ltd. Lionel 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 Certified Financial Planner from FPA. Lionel is a member of SMSF Association.
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
1998
Certified Financial Planner
FPA
1999
Diploma of Financial Planning
FPA
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.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