Financial Adviser · PERTH, WA

Peter L Mcdonald

PERTH, WA

29 Years experience

Tax advice
authorised

ASIC Registered · ADV 000249477

Licensee

Picture Wealth Advisory

Perth, WA (licence address on ASIC register)

View licensee

About Peter L Mcdonald

Peter L Mcdonald is a financial adviser based in Perth, Western Australia, with 29 years of experience in the financial services industry since 1997. Peter is currently authorised under Picture Wealth Advisory. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Peter's qualifications include a Bachelor of Business (Accounting) from Edith Cowan University (ECU). Peter is a member of CFP - Certified Financial Planner (FPA) and 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

Restrictions: Not Authorised in Margin Lending.

Authorised to provide tax financial advice services

Qualifications and Training

1992

Bachelor of Business (Accounting)

Edith Cowan University (ECU)

2000

Diploma of Financial Planning

FPA

Registration History

Picture Wealth Advisory Pty Ltd

Feb 2022 - Present Current

Not Authorised in Margin Lending.

NEO FINANCIAL SOLUTIONS PTY LTD

Aug 2021 - Feb 2022 Ceased

Akumin Financial Planning Pty Limited

Jan 2004 - May 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register