Financial Adviser
· SOUTH YARRA, VIC
Donna Lee Carkeek
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000267416
Donna Lee Carkeek is a financial adviser based in South Yarra, Victoria, with 13 years of experience in the financial services industry. Donna is currently authorised under Equity Financial Services Australia Pty Ltd. Donna 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 Education Program from Deakin University. Donna 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
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Economics
Monash University
2003
Diploma of Financial Planning
FAAA
2004
4 unit certified financial planning program
FAAA
2004
Certified Financial Planner Education Program
Deakin University
2004
Financial Planning Association Membership
Financial Planning Association
2025
Ethics and professionalism in financial advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register