Data sourced from ASIC Financial Advisers Register
Financial Adviser · EAST GEELONG, VIC

Simon Mcdonald

24 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000313664

Simon Mcdonald is a financial adviser based in East Geelong, Victoria, with 24 years of experience in the financial services industry. Simon is currently authorised under Charter Financial Planning Limited. Simon 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 Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2001
Bachelor of Commerce (Finance, Marketing and Financial Planning)
Deakin University
2018
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2022
MAI769 Ethics for Financial Services
Ethics - Deakin University

Registration History

Charter Financial Planning Limited
Jan 2008 - Present Current
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