Wallace Donald Financial Planner Report

Name:
Wallace William Donald

Rep Number:
000245899

Status:
Current

First Advice:
1989

Disciplinary action:
No action

Most Recent Role:
2011-12-22 onwards

Location:
Beecroft, Sydney, NSW, 2119

ABN:
41 074 364 273

Licensee
Name:

Number:
000392959

ABN:
29 003 837 670

Controlled By:

Appointed By
Name:
Kirkdon Financial Services Pty Limited

Licence Number:
000392959

ABN:
29 003 837 670

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of New South Wales
Bachelor of Engineering
Securitor/Kaplan
Certificate Comprehensive Advice Self Managed Superannuation Funds
Financial Planning Association/Deakin University
Diploma Financial Planning
Institute of Secretaries and Administrators/Australian Graduate School of Management
Graduate Diploma Corporate Management

Memberships
Financial Planning Association of Australia (FPA)