Financial Adviser · KIRWAN, QLD

Stacey Tarina Donovan

19 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000310401

Stacey Tarina Donovan is a financial adviser based in Kirwan, Queensland, with 19 years of experience in the financial services industry. Stacey is currently authorised under Alliance Wealth Pty Ltd. Stacey 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 Financial Planning Program (DFP1) from Kaplan Professional. Stacey 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 Government Bonds Margin Lending

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2013

Financial Planning Program (DFP1)

Kaplan Professional

2013

Insurance and Risk Protection Program (DFP2)

Kaplan Professional

2014

Superannuation and Retirement Planning Program (DFP3)

Kaplan Professional

2016

Securities and Managed Investments Program (DFP4)

Kaplan Professional

2023

Margin Lending Specialist Course

Kaplan Professional

Registration History

Alliance Wealth Pty Ltd

May 2023 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Synchron Advice Pty Ltd

Jun 2014 - May 2023 Ceased

GWM ADVISER SERVICES PTY LTD

Mar 2014 - Jun 2014 Ceased

Synchron Advice Pty Ltd

Jun 2012 - Mar 2014 Ceased

Chubb Insurance Australia Ltd

Sep 2010 - May 2012 Ceased

Source: ASIC Financial Advisers Register