Gregor Donaldson Financial Planner Report

Name:
Gregor James Donaldson

Rep Number:
000287723

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2015-03-01 onwards

Licensee
Name:

Number:
000326450

ABN:
59 130 288 578

Controlled By:

Appointed By
Name:
Wealthsure Financial Services Pty Ltd

Licence Number:
000326450

ABN:
59 130 288 578

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

Qualifications
FINSIA
Advanced Diploma of Financial Services (Financial Planning)
FINSIA
Diploma of Financial Services (Financial Planning)
Kaplan
Margin Lending and Geared Investments
International Institute of Technology
Self Managed Superannuation Funds

Memberships
FINSIA
Mortgage & Finance Association of Australia