KEVIN WILLIAM MCDONALD
Financial Adviser · North Wollongong, NSW
📚 Qualifications & Training
2010 - Bachelor of Commerce (Finance and Economics) - Bachelor Degree (AQF 7) - The University of Wollongong
2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education
2013 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2015 - 5 unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.