Financial Adviser · PERTH, WA

Stephen William Donald

17 Years experience

Tax advice
authorised

Currently at

Australia And New Zealand Banking Group Limited

Docklands, VIC

View firm profile

ASIC Registered · ADV 001004919

Stephen William Donald is a financial adviser based in Perth, Western Australia, with 17 years of experience in the financial services industry. Stephen is currently authorised under Australia And New Zealand Banking Group Limited. Stephen 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 Deposit Products Government Bonds Margin Lending

Restrictions: Securities - Class of product advice only.

Authorised to provide tax financial advice services

Qualifications and Training

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2012

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2015

Margin Lending

Financial Education Professionals

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2020

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Australia And New Zealand Banking Group Limited

Apr 2010 - Present Current

Securities - Class of product advice only.

Source: ASIC Financial Advisers Register