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- Robert Lee Mcdonald
Robert Lee Mcdonald
- Name
- Robert Lee Mcdonald
- ID
- 312359
- ABN
- –
- First Provided Advice
- 2007
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
- 2010 - Margin Lending & Geared Investments - - Kaplan Professional
- 2012 - Advanced Diploma of Financial Services (Financial Planning) - - International Institute of Technology Pty Ltd (IIT)
- 2014 - Self Managed Superannuation Funds - - International Institute of Technology
- 2017 - Diploma of Finance & Mortgage Broking - - International Institute of Technology (IIT)
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Queensland Justice Association
- Registered Commissioner for Declarations
Licencee
- Status
- Current
- Licence Holder
- Ethical Planners Pty ltd (#505615)
- Commenced
- May 31, 2018
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Acn 130 288 578 Pty Ltd (#326450)
- Commenced
- April 17, 2007
- Ceased
- July 26, 2010
- Status
- Ceased
- Licence Holder
- Psk Advisory Services Pty Ltd (#234656)
- Commenced
- Oct. 29, 2013
- Ceased
- March 27, 2015
- Status
- Ceased
- Licence Holder
- Sentinel Private Wealth Pty Ltd (#344762)
- Commenced
- Aug. 13, 2015
- Ceased
- April 5, 2018
- Status
- Ceased
- Licence Holder
- Solar Financial Advisory Pty Ltd (#431915)
- Commenced
- April 6, 2018
- Ceased
- May 30, 2018