Andrew William Donaldson
Financial Adviser in Dandenong, Victoria, Australia
Review Andrew William Donaldson
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000294770
- Location
- Dandenong VIC 3175
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 1 July 2016
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), FINSIA (2006); Advanced Diploma of Financial Services (Financial Planning), FINSIA (2007); Certified Financial Planner, FPA (2009)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew William Donaldson
Andrew William Donaldson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Dandenong, Victoria (adviser number 000294770).
Andrew provides advice as an authorised representative of Personal Financial Services Ltd, which holds Australian financial services licence 234459. That authorisation dates from 1 July 2016.
The register records 2005 as the year Andrew first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (FINSIA, 2006), Advanced Diploma of Financial Services (Financial Planning) (FINSIA, 2007) and Certified Financial Planner (FPA, 2009). Andrew is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Andrew William Donaldson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Andrew William Donaldson a registered financial adviser?
Yes. Andrew William Donaldson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000294770.
Which licensee does Andrew William Donaldson work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Andrew William Donaldson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives.