Financial Adviser · MURWILLUMBAH, NSW

Marissa Mcdonald

MURWILLUMBAH, NSW

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000339027

Currently at

Loyalty Financial Services

Sydney, NSW (firm address)

View firm profile

About Marissa Mcdonald

Marissa Mcdonald is a financial adviser based in Murwillumbah, New South Wales, with 17 years of experience in the financial services industry since 2009. Marissa is currently authorised under Loyalty Financial Services. Marissa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marissa's qualifications include a Diploma Financial Services from AAMC. Marissa 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

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2009

Derivities and Securities

AAMC

2009

Diploma Financial Services

AAMC

2009

Life Insurance Skill Set

AAMC

2009

Super and Managed Funds

AAMC

Registration History

Loyalty Financial Services Pty Ltd

Aug 2023 - Present Current

Not SMSF

NEXTGEN FINANCIAL GROUP PTY LTD

Dec 2019 - Aug 2023 Ceased

Excluding Self Managed Superannuation Funds & Standard Margin Lending

RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.

Oct 2011 - Dec 2019 Ceased

This financial adviser is not authorised to give advice in SMSF.

AON HEWITT FINANCIAL ADVICE LIMITED

Jul 2009 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register