KATHRYN CLAIRE MCDONALD
Financial Adviser · Leederville, WA
📚 Qualifications & Training
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd
2016 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne Institute of Technology
2021 - Certified Financial Planner - Professional Designations - FAAA
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - Exam Standard Qualification - Other - FASEA Standards Authority
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.