Financial Adviser
· SYDNEY, NSW
Donna Gulbin
No disciplinary history on record with ASIC
SYDNEY,
NSW
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005457
About Donna Gulbin
Donna Gulbin is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry since 1999. Donna is currently authorised under Jbwere. Donna holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Donna's qualifications include a Bachelor Degree from - Australian Catholic University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor Degree
- Australian Catholic University
1999
Graduate Diploma in Applied Finance
Securities Institute of Australia
2022
Ethics for Financial Services (Intensive)
Ethics - Deakin Business School
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register