Russell Mcdonald Financial Planner Report

Name:
Russell Mcdonald

Rep Number:
000235064

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2003-07-17 onwards

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Ballarat College of Advanced Education
Diploma Business Studies
Ballarat College of Advanced Education
Graduate Diploma Business Administation

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)