Sarah Louise Donald
Financial Adviser in South Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000315359
- Location
- South Brisbane QLD 4101
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 29 April 2015
- First provided advice
- 1999
- Qualifications
- Accredited Listed Product Adviser (ASX ALPA) Program, Finsia (2007); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2008); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2014); Master of Financial Planning, Kaplan Higher Education Pty Limited (2017); Accredited Aged Care Professional, Aged Care Steps (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- 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 Sarah Louise Donald
Sarah Louise Donald is a financial adviser in South Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000315359.
Sarah provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 29 April 2015.
The register records 1999 as the year Sarah first provided financial advice. Qualifications and training on file include Accredited Listed Product Adviser (ASX ALPA) Program (Finsia, 2007), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2008) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2014).
The authorisation covers advice 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.”
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Questions people ask
Is Sarah Louise Donald a registered financial adviser?
Yes. Sarah Louise Donald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000315359.
Which licensee does Sarah Louise Donald work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Sarah Louise Donald 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."