Financial Adviser
· SWAN HILL, VIC
Kerry Mcdonald
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263204
Kerry Mcdonald is a financial adviser based in Swan Hill, Victoria, with 30 years of experience in the financial services industry. Kerry is currently authorised under Wealth Advice Services Pty Ltd. Kerry holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Kerry is a member of CPA Australia (CPA) and Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1981
Bachelor of Business (Accounting)
Swinburne
1990
Financial Planning Certificate
CPA
1999
Certified Financial Planner
Financial Planning Association
2004
Self Managed Superannuation Fund accreditation
Tribeca
2010
Margin Lending and Geared Investments
Kaplan
2017
ASX Accredited Listed Product Advisor Program
Kaplan
2020
Ethics and Professionalism in Financial Advice
Kaplan