RONALD JOHN MCCUMSTIE

Financial Adviser Β· Bathurst, NSW

Registered

Registration Number

001000516

Registration Status

Registered

Location

Bathurst, NSW 2795

Providing Advice Since

2004

Registration Date

10/09/2004

Financial Services Licensee

MBA WEALTH SOLUTIONS PTY LTD

Licence #000240689

πŸ“š Qualifications & Training

1996 - Bachelor of Business (Accounting/Marketing) - - Charles Sturt University
2002 - Certified Practising Accountant - - CPA
2004 - Diploma of Financial Planning - - FPA
2006 - Specialist in Financial Planning - - CPA
2008 - Certified Financial Planner - - FPA

🏒 Professional Memberships

CPA Australia (CPA)
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.