Financial Adviser · SOUTH BRISBANE, QLD

Sarah Louise Donald

27 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000315359

Sarah Louise Donald is a financial adviser based in South Brisbane, Queensland, with 27 years of experience in the financial services industry. Sarah is currently authorised under Charter Financial Planning Limited. Sarah 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Accredited Listed Product Adviser (ASX ALPA) Program

Finsia

2008

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2014

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2017

Master of Financial Planning

Kaplan Higher Education Pty Limited

2019

Accredited Aged Care Professional

Aged Care Steps

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Apr 2015 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

GENESYS WEALTH ADVISERS PTY LIMITED

Jul 2007 - Apr 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register