Stephen Duncan Donaghy
Financial Adviser in Canberra, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000301847
- Location
- Canberra ACT 2601
- Licensee
- Unisuper Management Pty. Ltd. (AFSL 235907)
- Authorised since
- 21 November 2011
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), FINSIA (2006); Certified Financial Planner, Financial Planning Association (FPA) (2009); Master of Applied Finance, Kaplan Higher Education Pty Ltd (2014); Ethics and Professionalism in financial advice, Kaplan Professional (2019)
- 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, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Duncan Donaghy
Stephen Duncan Donaghy is a financial adviser in Canberra, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 000301847.
Stephen provides advice as an authorised representative of Unisuper Management Pty. Ltd., which holds Australian financial services licence 235907. That authorisation dates from 21 November 2011.
The register records 2004 as the year Stephen first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (FINSIA, 2006), Certified Financial Planner (Financial Planning Association (FPA), 2009) and Master of Applied Finance (Kaplan Higher Education Pty Ltd, 2014). Stephen 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 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 Stephen Duncan Donaghy a registered financial adviser?
Yes. Stephen Duncan Donaghy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000301847.
Which licensee does Stephen Duncan Donaghy work under?
Unisuper Management Pty. Ltd., Australian financial services licence 235907.
What can Stephen Duncan Donaghy 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.