David Mcdonald Financial Planner Report

Name:
David James Mcdonald

Rep Number:
001238556

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-01-13 onwards

Location:
Geelong, , VIC, 0

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

May advise on following product areas:
Non-basic Deposit Products
Superannuation

Qualifications
Monash University
Bachelor of Commerce
Mentor Education
Diploma of Financial Planning
Mentor Education
SMSF

Memberships
Chartered Accountants Australia and New Zealand (CA)