Donna Lee Carkeek
Financial Adviser in South Yarra, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000267416
- Location
- South Yarra VIC 3141
- Licensee
- Equity Financial Services Australia Pty Ltd (AFSL 244245)
- Authorised since
- 15 April 2013
- First provided advice
- 2013
- Qualifications
- Bachelor of Economics, Monash University (1991); Diploma of Financial Planning, FAAA (2003); 4 Unit Certified Financial Planning Program, FAAA (2004); Certified Financial Planner Education Program, Deakin University (2004); Financial Planning Association Membership, Financial Planning Association (2004); Ethics and professionalism in financial advice, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products
- Tax (financial) advice
- Yes
- Register status
- Current
About Donna Lee Carkeek
On the Financial Advisers Register kept by ASIC, Donna Lee Carkeek appears as a current financial adviser in South Yarra, Victoria, adviser number 000267416.
Advice is given under the Australian financial services licence of Equity Financial Services Australia Pty Ltd, licence number 244245. The current authorisation started on 15 April 2013.
According to the register, Donna first provided financial advice in 2013. The qualifications listed for Donna include Bachelor of Economics (Monash University, 1991), Diploma of Financial Planning (FAAA, 2003) and 4 Unit Certified Financial Planning Program (FAAA, 2004). Donna is recorded as a member of Financial Advice Association of Australia (FAAA).
Donna is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Donna Lee Carkeek a registered financial adviser?
Yes. Donna Lee Carkeek is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000267416.
Which licensee does Donna Lee Carkeek work under?
Equity Financial Services Australia Pty Ltd, Australian financial services licence 244245.
What can Donna Lee Carkeek give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products.