Kent Mcdonald Financial Planner Report

Name:
Kent Stuart Keith Mcdonald

Rep Number:
000243283

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2014-07-01 onwards

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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
The University of Adelaide
Cavendish & ICFS Specialist SMSF Course
Securities Institute Education
Graduate Diploma in Applied Finance and Investment
Securities Institute Education
Graduate Diploma of Financial Planning
Kaplan Professional Education
Margin Lending and Geared Investments

Memberships
Association of Financial Advisers (AFA)
MDRT - The Premier Association of Financial Professionals