Roy A McDonald Pty Ltd

Roy A McDonald Pty Ltd and Fiducian Financial Services Doncaster is a family business that has operated in the Manningham area for over 50 years since 1965. With our vast knowledge and expertise, we aim to look after all the financial needs and objectives of our clients. We work strategically to ensure financial success and peace of mind for our cliental.

We pride ourselves on what we do, and we’re committed to providing our clients with complete and consolidated advice that is tailored to them, and beneficial to both them & their loved ones. We adhere to a high set of service standards while delivering a personalised service.

We provide our clients with sound advice and the strategies we know can take them to the next level, so that they’re maximising their wealth and finances. Additionally, we offer a number of services such as taxation planning that goes hand-in-hand with other recommended strategies, and will guide them to ensure they’re maximising their income while minimising their tax. Our team has a wealth of experience and offers diverse knowledge that extends across numerous specialties. Our clients can also sleep easy knowing we monitor and manage their personal circumstances, investments, risk profile, and strategies.

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This Profile was prepared on 1st October 2023. It forms part of and must be read in conjunction with the Financial Services Guide v2.7, 1st October 2023

About Me:
Authorised Representative Number: 1254433
I am an authorised representative of Fiducian Financial Services Pty Limited and an employee of its Franchise, Lindale Insurances Pty Ltd  ABN: 38 005 205 336

Qualifications:
Master of Financial Planning
I am registered with ASIC as a qualified tax relevant provider under the Corporations Act 2001 (Cth)
I have met the FASEA Exam Standard in accordance with Section 921B of the Corporations Act 2001.

Memberships:
Financial Advice Association Australia (FAAA)

My Location:
Fiducian Financial Services Doncaster First Floor, 28-30 Jackson Court, Doncaster East Victoria 3109
If you would like to discuss any of this information or would like to arrange an appointment, please phone my office on 03 9848 5933.

How I am paid:
I am an Authorised Representative of Fiducian Financial Services Pty Limited and employee of its Franchise, Lindale Insurances Pty Ltd. I receive a salary and may receive bonus or dividends, as determined by my employment agreement.

Conflicts of Interest:
I have no conflicts of interest to disclose

My Services:
I can advise you in the following areas to assist you to achieve your financial goals and objectives:

• Wealth Creation Strategies
• Superannuation Strategies (including defined benefit schemes)
• Self-Managed Superannuation Funds
• Life Insurance
• Cash Flow Planning
• Centrelink
• Departments of Veterans affairs
• Estate Planning
• Debt Management
• Salary Packaging
• Retirement Planning
• Redundancy Planning

I am authorised to provide financial advice and arrange for you to acquire the following types of investment and financial products:

Deposit and Payment Products
Deposit and Payment Products –
Non-basic Deposit Products

Government Debentures, Stocks or Bonds
Government Debentures, Stocks or Bonds

Life Products
Investment Life Insurance Products;
Life Risk Insurance Products;

Managed Investment Schemes
Managed Investment Schemes, including IDPS

Retirement Savings Account Products
Retirement and Savings Account Products

Securities
Securities

Superannuation
Superannuation – All
Self-Managed Superannation Funds
A person’s existing holding in a superannuation product

Fiducian Financial Services Pty Ltd  ABN 46 094 765 134
AFS Licence 231103