Financial Adviser
· DANDENONG, VIC
Andrew William Donaldson
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000294770
Andrew William Donaldson is a financial adviser based in Dandenong, Victoria, with 21 years of experience in the financial services industry. Andrew is currently authorised under Personal Financial Services Ltd. Andrew 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 CERTIFIED FINANCIAL PLANNER from FPA. Andrew 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
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
FINSIA
2007
Advanced Diploma of Financial Services (Financial Planning)
FINSIA
2009
CERTIFIED FINANCIAL PLANNER
FPA