Financial Adviser
· MELBOURNE, VIC
Alistair Mcdill
No disciplinary history on record with ASIC
MELBOURNE,
VIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005318
About Alistair Mcdill
Alistair Mcdill is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry since 2012. Alistair is currently authorised under Jbwere. Alistair holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Alistair's qualifications include a Bachelor of Commerce (Finance) from The University of Melbourne. Alistair is a member of Chartered Financial Analyst Institute (CFA Institute).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce (Finance)
The University of Melbourne
2017
Chartered Financial Analyst (CFA)
CFA Institute
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2023
Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited