Jaime Anne Donaldson
Financial Adviser in Launceston, Tasmania, Australia
Review Jaime Anne 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 number001006699
- Location
- Launceston TAS 7250
- Licensee
- Hillross Financial Services Limited (AFSL 232705)
- Authorised since
- 18 December 2015
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Services (Financial Planning), Integratec (Australia) Pty Ltd (2003); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2005); Master of Financial Planning, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jaime Anne Donaldson
On the Financial Advisers Register kept by ASIC, Jaime Anne Donaldson appears as a current financial adviser in Launceston, Tasmania, adviser number 001006699.
Advice is given under the Australian financial services licence of Hillross Financial Services Limited, licence number 232705. That authorisation dates from 18 December 2015.
The register records 2003 as the year Jaime first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Integratec (Australia) Pty Ltd, 2003), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2005) and Master of Financial Planning (Kaplan Higher Education Pty Limited, 2018).
Jaime 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. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Jaime Anne Donaldson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jaime Anne Donaldson a registered financial adviser?
Yes. Jaime Anne Donaldson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006699.
Which licensee does Jaime Anne Donaldson work under?
Hillross Financial Services Limited, Australian financial services licence 232705.
What can Jaime Anne 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."