Financial Adviser
· SURREY HILLS, VIC
Emily Jessica Macdonald
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270120
Emily Jessica Macdonald is a financial adviser based in Surrey Hills, Victoria, with 3 years of experience in the financial services industry. Emily is currently authorised under Elect Wealth Management Pty Ltd. Emily 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 Master of Accounting and International Finance from Deakin.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce (Major in Finance)
Deakin
2018
Master of Accounting and International Finance
Deakin
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional