Stephen William Donald
Financial Adviser in Perth, Western Australia, Australia
Review Stephen William Donald
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 number001004919
- Location
- Perth WA 6000
- Licensee
- Perpetual Trustee Company Limited (AFSL 236643)
- Authorised since
- 19 August 2026
- First provided advice
- 2009
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2009); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2012); Margin Lending, Financial Education Professionals (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019); Master of Financial Planning, Kaplan Higher Education Pty Limited (2020); Commercial Law, Kaplan Higher Education Pty Limited (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen William Donald
On the Financial Advisers Register kept by ASIC, Stephen William Donald appears as a current financial adviser in Perth, Western Australia, adviser number 001004919.
Stephen provides advice as an authorised representative of Perpetual Trustee Company Limited, which holds Australian financial services licence 236643. The current authorisation started on 19 August 2026.
According to the register, Stephen first provided financial advice in 2009. The qualifications listed for Stephen include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2009), Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2012) and Margin Lending (Financial Education Professionals, 2015).
The authorisation covers advice on superannuation, securities, managed investment schemes, life investment products, deposit and payment products and government debentures, stocks and bonds, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Stephen William Donald here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Stephen William Donald a registered financial adviser?
Yes. Stephen William Donald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004919.
Which licensee does Stephen William Donald work under?
Perpetual Trustee Company Limited, Australian financial services licence 236643.
What can Stephen William Donald give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; managed discretionary account services.