Financial Adviser
· PERTH, WA
Stephen William Donald
No disciplinary history on record with ASIC
PERTH,
WA
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004919
About Stephen William Donald
Stephen William Donald is a financial adviser based in Perth, Western Australia, with 17 years of experience in the financial services industry since 2009. Stephen is currently authorised under Perpetual Trustee Company Limited, operating through Perpetual Trustee Company. Stephen holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Stephen's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
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
2023
Commercial Law
Kaplan Higher Education Pty Limited
Registration History
Securities - Class of product advice only.
Source: ASIC Financial Advisers Register