Donna Lee McWilliam
Financial Adviser in Hervey Bay, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000268334
- Location
- Hervey Bay QLD 4655
- Licensee
- Canaccord Genuity Financial Limited (AFSL 239052)
- Authorised since
- 24 March 2026
- First provided advice
- 2002
- Qualifications
- Bachelor of Business (Banking & Finance), Monash University (2003); Graduate Diploma of Financial Planning, FINSIA (2006); Certified Financial Planner, FPA (2017)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Donna Lee McWilliam
Donna Lee McWilliam is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hervey Bay, Queensland (adviser number 000268334).
Donna provides advice as an authorised representative of Canaccord Genuity Financial Limited, which holds Australian financial services licence 239052. The current authorisation started on 24 March 2026.
According to the register, Donna first provided financial advice in 2002. The qualifications listed for Donna include Bachelor of Business (Banking & Finance) (Monash University, 2003), Graduate Diploma of Financial Planning (FINSIA, 2006) and Certified Financial Planner (FPA, 2017). Donna is recorded as a member of Financial Advice Association of Australia (FAAA).
Donna is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Donna Lee McWilliam a registered financial adviser?
Yes. Donna Lee McWilliam is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000268334.
Which licensee does Donna Lee McWilliam work under?
Canaccord Genuity Financial Limited, Australian financial services licence 239052.
What can Donna Lee McWilliam 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; standard margin lending.