Financial Adviser · EAST GOSFORD, NSW

Donald Alexander Mcrae

EAST GOSFORD, NSW

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000423683

Currently at

Today Advice

East Gosford, NSW (firm address)

View firm profile

About Donald Alexander Mcrae

Donald Alexander Mcrae is a financial adviser based in East Gosford, New South Wales, with 15 years of experience in the financial services industry since 2011. Donald is currently authorised under Big Picture Financial Services, operating through Today Advice. Donald holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Donald's qualifications include a Graduate Diploma of Financial Planning from Deakin University. Donald 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

2013

Advanced Diploma of Financial Planning

Pinnacle Financial Services Academy Pty Ltd

2020

MAA728 Financial Behaviour and Decision Making (Credit/Exemption)

Behavioural Finance - Deakin University

2020

MAA769 Ethics for Financial Services

Ethics - Deakin University

2021

Graduate Diploma of Financial Planning

Deakin University

2021

MLC714 Financial Advice Regulation

Regulation & Legal Obligations - Deakin University

Registration History

Big Picture Financial Services Pty Ltd

Feb 2023 - Present Current

Akumin Financial Planning Pty Limited

Jun 2012 - Feb 2023 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Oct 2011 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register