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Financial Advisers: ADRIAN ALISTER MCDONALD Information

This is the detailed information about ADRIAN ALISTER MCDONALD, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000245046, the year the Financial Adviser first provided advice is 2006 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:20.

Financial Adviser Number: 000245046
Financial Adviser Name: ADRIAN ALISTER MCDONALD
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2006
Adviser Town: SPRING HILL
Adviser Country: Australia
Adviser Town: Spring Hill
Adviser State: QLD
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: MERITUM FINANCIAL GROUP PTY LTD
    Licence Number: 000245569
    Licence ABN: 93106888215
    The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITED
    The date the Financial Adviser commenced the appointment: 2016-07-18
    The date the Financial Adviser ceased the appointment: 2020-09-16
    Authorised Representative Name: ADVICE & INFORMATION PTY LTD
    Authorised Representative Number: 001245226
    Rep Appointed ABN: 14097895737
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor Business (Accounting) - Central Queensland University ~ Cavendish Self Managed Superannuation Funds - University of Adelaide ~ Diploma Financial Services (Financial Planning) FNS50804 - Pinnacle Financial Services Academy ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ CPA Australia (CPA) ~ Million Dollar Round Table (MDRT)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: BURRELL STOCKBROKING PTY LTD
    Licence Number: 000247431
    Licence ABN: 82088958481
    The company(ies) or people who control the licensee's business: BURRELL & CO HOLDINGS PTY LTD
    The date the Financial Adviser commenced the appointment: 2020-09-16
    Authorised Representative Name: ADVICE & INFORMATION PTY LTD
    Authorised Representative Number: 001245226
    Rep Appointed ABN: 14097895737
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor Business (Accounting) - Central Queensland University ~ Cavendish Self Managed Superannuation Funds - University of Adelaide ~ Diploma Financial Services (Financial Planning) FNS50804 - Pinnacle Financial Services Academy ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ CPA Australia (CPA) ~ Million Dollar Round Table (MDRT)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
    Licence Number: 000234951
    Licence ABN: 11074608558
    The company(ies) or people who control the licensee's business: CENTREPOINT WEALTH PTY LTD
    The date the Financial Adviser commenced the appointment: 2003-12-08
    The date the Financial Adviser ceased the appointment: 2016-07-15
    Authorised Representative Name: PROFESSIONAL INVESTMENT SERVICES PTY LTD
    Authorised Representative Number: 000234951
    Rep Appointed ABN: 11074608558
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor Business (Accounting) - Central Queensland University ~ Cavendish Self Managed Superannuation Funds - University of Adelaide ~ Diploma Financial Services (Financial Planning) FNS50804 - Pinnacle Financial Services Academy ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ CPA Australia (CPA) ~ Million Dollar Round Table (MDRT)

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.