Kristy Macdonald Financial Planner Report

Name:
Kristy Louise Macdonald

Rep Number:
000236040

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2015-10-28 onwards

Location:
Geebung, , QLD, 0

Licensee
Name:

Number:
000342880

ABN:
66 137 858 023

Appointed By
Name:
Advice Evolution Pty Ltd

Licence Number:
000342880

ABN:
66 137 858 023

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

Qualifications
FPA
Advance Diploma of Financial Services
FPA
CFP
Uni of Adelaide
ICFS Specialist SMSF - Cavendish

Memberships
Financial Planning Association of Australia (FPA)