Financial Adviser
· WILLETTON, WA
Rhys Macdonald
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252808
Rhys Macdonald is a financial adviser based in Willetton, Western Australia, with 15 years of experience in the financial services industry. Rhys is currently authorised under Mentor Financial Services (WA) Pty Ltd. Rhys 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 Bachelor Degree from - Curtin University of Technology.
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
2009
Bachelor Degree
- Curtin University of Technology
2010
Bachelor of Commerce
Curtin University
2010
Diploma
- Kaplan Professional
2011
Diploma of Financial Services (Financial Planning)
Kaplan
2022
SMSF Online Training
Super Concepts
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
NEO FINANCIAL SOLUTIONS PTY LTD
Source: ASIC Financial Advisers Register