Financial Adviser
· BRISBANE, QLD
Stephen Duncan Donaghy
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000301847
Stephen Duncan Donaghy is a financial adviser based in Brisbane, Queensland, with 22 years of experience in the financial services industry since 2004. Stephen is currently authorised under Unisuper Management. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a Certified Financial Planner from Financial Planning Association (FPA). Stephen 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
Authorised to provide tax financial advice services
Qualifications and Training
2006
Advanced Diploma of Financial Services (Financial Planning)
FINSIA
2009
Certified Financial Planner
Financial Planning Association (FPA)
2014
Master of Applied Finance
Kaplan Higher Education Pty Ltd
2019
Ethics and Professionalism in financial advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register