Financial Adviser · CARLTON, VIC

Dona Edwards

CARLTON, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001262208

Licensee

Industry Fund Services Limited

Melbourne, VIC (licence address on ASIC register)

View licensee

About Dona Edwards

Dona Edwards is a financial adviser based in Carlton, Victoria, with 8 years of experience in the financial services industry since 2018. Dona works at Industry Fund Services, which is licensed through Industry Fund Services Limited. Dona holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dona's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Dona is a member of Australian Institute of Superannuation Trustees (AIST) and Women in Super.

Authorised to Advise On

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

Restrictions: excluding Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2018

Diploma of Financial Planning

RMIT University

2019

Advanced Diploma of Financial Planning

Mentor Education

2021

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Industry Fund Services Limited

Aug 2024 - Present Current

excluding Self Managed Superannuation Funds

FINANCIAL SERVICES GROUP AUSTRALIA PTY LTD

Nov 2023 - May 2024 Ceased

Securities - restriction to ASX200 only; Superannuation - excluding SMSF;

Caresuper Advice Pty Ltd

Apr 2021 - Oct 2023 Ceased

Mufg Retire360 Pty Limited

Feb 2018 - Mar 2021 Ceased

Source: ASIC Financial Advisers Register