KERRY MCDONALD
Financial Adviser · Swan Hill, VIC
📚 Qualifications & Training
1981 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Swinburne
1990 - Financial Planning Certificate - Graduate Diploma (AQF 8) - CPA
1999 - Certified Financial Planner - Graduate Diploma (AQF 8) - Financial Planning Association
2004 - Self Managed Superannuation Fund accreditation - Graduate Diploma (AQF 8) - Tribeca
2010 - Margin Lending and Geared Investments - Other - Kaplan
2017 - ASX Accredited Listed Product Advisor Program - Other - Kaplan
2020 - Ethics and Professionalism in Financial Advice - Other - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
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.