Financial Adviser
· BROOKVALE, NSW
Donald Craig Foster
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000858
Donald Craig Foster is a financial adviser based in Brookvale, New South Wales, with 25 years of experience in the financial services industry. Donald is currently authorised under Strategy First Financial Planning Pty Ltd. Donald holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a CERTIFIED FINANCIAL PLANNER (CFP®) from FPA. 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1987
Bachelor of Science (Mathematics) with Dip Ed
Macquarie University
1990
Certificate of Superannuation Management
ASFA
2001
Diploma of Financial Planning
FPA and Deakin University
2003
CERTIFIED FINANCIAL PLANNER (CFP®)
FPA
Registration History
BMS WEALTH MANAGEMENT (NSW) PTY LIMITED
Source: ASIC Financial Advisers Register