Donna Louise Grundy
Financial Adviser in Broadmeadow, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000293773
- Location
- Broadmeadow NSW 2292
- Licensee
- Industry Fund Services Limited (AFSL 232514)
- Authorised since
- 24 October 2022
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), PS146 Training Australia (2005); Tier 2 Compliance Solution, Kaplan (2012); Graduate Certificate in Financial Planning, Griffith University (2018); Master of Financial Planning, Griffith University (2023)
- 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
- Restriction
- excluding self-managed super funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Donna Louise Grundy
On the Financial Advisers Register kept by ASIC, Donna Louise Grundy appears as a current financial adviser in Broadmeadow, New South Wales, adviser number 000293773.
The licensee Donna advises under is Industry Fund Services Limited (AFS licence 232514). That authorisation dates from 24 October 2022.
According to the register, Donna first provided financial advice in 2005. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (PS146 Training Australia, 2005), Tier 2 Compliance Solution (Kaplan, 2012) and Graduate Certificate in Financial Planning (Griffith University, 2018). Donna 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “excluding self-managed super funds.”
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Questions people ask
Is Donna Louise Grundy a registered financial adviser?
Yes. Donna Louise Grundy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000293773.
Which licensee does Donna Louise Grundy work under?
Industry Fund Services Limited, Australian financial services licence 232514.
What can Donna Louise Grundy 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. It also records this restriction: "excluding self-managed super funds."