Brad Lee Donaldson
Financial Adviser in Long Jetty, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000405032
- Location
- Long Jetty NSW 2262
- Licensee
- Shartru Wealth Management Pty Ltd (AFSL 422409)
- Authorised since
- 22 December 2020
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, University of Western Sydney (1998); Certificate IV Financial Services (Finance/Mortgage Broking), Kaplan Professional (2011); Diploma of Financial Services (Financial Planning), Tribeca (2011)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); Finance Brokers Association of Australia (FBAA)
- 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, standard margin lending, derivatives
- Register status
- Current
About Brad Lee Donaldson
On the Financial Advisers Register kept by ASIC, Brad Lee Donaldson appears as a current financial adviser in Long Jetty, New South Wales, adviser number 000405032.
Brad provides advice as an authorised representative of Shartru Wealth Management Pty Ltd, which holds Australian financial services licence 422409. That authorisation dates from 22 December 2020.
According to the register, Brad first provided financial advice in 2011. Qualifications and training on file include Bachelor of Commerce (University of Western Sydney, 1998), Certificate IV Financial Services (Finance/Mortgage Broking) (Kaplan Professional, 2011) and Diploma of Financial Services (Financial Planning) (Tribeca, 2011). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP) and Finance Brokers Association of Australia (FBAA).
Brad is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total.
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Questions people ask
Is Brad Lee Donaldson a registered financial adviser?
Yes. Brad Lee Donaldson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000405032.
Which licensee does Brad Lee Donaldson work under?
Shartru Wealth Management Pty Ltd, Australian financial services licence 422409.
What can Brad Lee 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; standard margin lending; derivatives.