Donald Mcnab Financial Planner Report

Name:
Donald Mcnab

Rep Number:
000302160

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2012-07-02 onwards

Location:
Melbourne, , VIC, 0

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association of Australia
Advanced Investment Planning (DFP7)
Financial Planning Association of Australia
Diploma of Financial Planning (DFP1-5)
Tribeca Learning
Estate Planning
Kaplan Professional Education
Regulatory Guide 146 Assessment
Tribeca Learning
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)