Stephen Donald Financial Planner Report

Name:
Stephen William Donald

Rep Number:
001004919

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2010-02-25 onwards

Licensee

Appointed By
Name:
Australia And New Zealand Banking Group Limited

Licence Number:
000234527

ABN:
11 005 357 522

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
Standard Margin Lending Facility
Miscellaneous Financial Investment Products
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
Diploma of Financial Services (Financial Planning)
Financial Education Professionals
Margin Lending
SDIA/Deakin University
Securities and Deriviatives Industry Association Accreditation Program
Kaplan
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)