Financial Adviser · MELBOURNE, VIC

Declan Mcdonald

MELBOURNE, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001271769

Currently at

Industry Fund Services Limited

Melbourne, VIC (firm address)

View firm profile

About Declan Mcdonald

Declan Mcdonald is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Declan is currently authorised under Industry Fund Services Limited, operating through Industry Fund Services. Declan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Declan's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance:(a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

Authorised to provide tax financial advice services

Qualifications and Training

2012

FNS50804 Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Limited

2015

FNS60410 Advanced Diploma of Financial Planning

Kaplan Education Pty Limited

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Industry Fund Services Limited

Jun 2026 - Present Current

IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance:(a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

Guideway Financial Services Pty Ltd

Aug 2024 - Jun 2026 Ceased

Superannuation authority excludes personal advice on self managed superannuation funds. Authorisation restricted to Guideway's Approved Product List or otherwise approved by Guideway.

Interprac Financial Planning Pty Ltd

May 2023 - May 2024 Ceased

Industry Fund Services Limited

Dec 2018 - Apr 2023 Ceased

Source: ASIC Financial Advisers Register