Financial Adviser
· ASPLEY, QLD
Kristy Louise Macdonald
No disciplinary history on record with ASIC
ASPLEY,
QLD
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000236040
About Kristy Louise Macdonald
Kristy Louise Macdonald is a financial adviser based in Aspley, Queensland, with 24 years of experience in the financial services industry since 2002. Kristy is currently authorised under Advice Evolution. Kristy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kristy's qualifications include a Certified Financial Planner from FPA. Kristy is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Advanced Diploma of Financial Services
FPA
2007
Certified Financial Planner
FPA
2012
Cavendish & ICFS Specialist SMSF
University of Adelaide
2018
Accredited Aged Care Professional
Aged Care Steps
2024
Master of Financial Planning
Griffith University