ROBERT LEE MCDONALD
Financial Adviser · Burleigh Heads, QLD
📚 Qualifications & Training
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)
🏢 Professional Memberships
Queensland Justice Association
Registered Commissioner for Declarations
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.