Financial Adviser
· PERTH, WA
Kathryn Claire Mcdonald
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000444059
Kathryn Claire Mcdonald is a financial adviser based in Perth, Western Australia, with 13 years of experience in the financial services industry. Kathryn is currently authorised under Nexia Perth Financial Solutions Pty Ltd. Kathryn 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 FAAA. Kathryn is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy Pty Ltd
2016
Bachelor of Business
Swinburne Institute of Technology
2021
Certified Financial Planner
FAAA
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Exam Standard Qualification
FASEA Standards Authority
Registration History
PRIVATE WEALTH ARCHITECTS LICENSEE PTY LTD
BOUTIQUE ADVISERS PRIVATE WEALTH PTY LTD
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
SECURITOR FINANCIAL GROUP PTY LIMITED
SPECTRUM WEALTH ADVISERS PTY LTD
Source: ASIC Financial Advisers Register